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1 week ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
Over two thirds (69 per cent) of advisers are ready to 'break up' with their customer relationship management (CRM) systems, Twenty7tec has found. The advice tech firm’s latest research coincides with its call for smarter, single-platform solutions, as advisers’ relationships with their CRM systems are under serious strain. Only 12 per cent of advisers said they were "very satisfied" with their current CRM provider, while 33 per cent remain neutral.
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3 weeks ago | 
chicagobusiness.com | Dan McGrath |Dan Mcgrath
The condition is known as Felix Pie Syndrome, and it prevents those who are exposed from buying into the hype over Cubs center fielder Pete Crow-Armstrong. And man, is it out there. A TV host began a recent report by noting the convenient similarity between “P-C-A” and “M-V-P.” A clear-eyed veteran writer declared him a lock for the All-Star Game.
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1 month ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
Seventy-one percent of people have admitted to not knowing how inheritance tax (IHT) works or what their beneficiaries may have to pay, Schroders Personal Wealth (SPW) has found. This is despite 77 per cent of adults being familiar with the concept of IHT. The firm’s latest The Family and Finances Report, which surveyed 1,000 UK adults, revealed that two in five (40 per cent) people believe that inheritance and estate planning is the "last great family taboo".
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1 month ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
Plannr has announced a new integration with AI platform for financial advisers, AdvisoryAI. The integration eliminates manual updates into Plannr’s CRM following meetings and enhances advice workflows for users of the financial advice technology.
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1 month ago | 
chicagobusiness.com | Dan McGrath |Dan Mcgrath
So, according to the best available evidence, Pope Leo XIV is a White Sox fan, despite the Cubs’ bold but premature efforts to co-opt him. Good to have that settled. Cubs or Sox might be the most important choice a Chicagoan faces in life, bigger than where to go school, what job to pursue, which car to drive or whom to marry.
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1 month ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
The Financial Services Compensation Scheme (FSCS) has confirmed that it is accepting claims against Campbell & Associates Independent Financial Advice, after placing restrictions on the firm. The financial adviser firm has a sole director, Lisa Campbell, who is also holder of the senior management functions.
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1 month ago | 
chicagobusiness.com | Dan McGrath |Dan Mcgrath
Being at the Vatican for a Notre Dame football championship might be one comparison, or better yet anywhere near Chicago for a Bears Super Bowl win. That’s kind of what it was like being in Ireland for Rory McIlroy’s victory in this year's Masters golf tournament. The man is revered in his homeland. The long-awaited completion of a career grand slam at age 36 marks him as one of the game’s greats, but that achievement is only part of his appeal.
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2 months ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
Investor confidence in UK markets fell by 28 per cent in the first week of April, Hargreaves Lansdown (HL) has found. The firm’s investor confidence index, which surveyed HL clients between 1 and 8 April, revealed that confidence in North American markets dropped by 35 per cent. The financial services firm said that this followed the introduction of tariffs introduced by US President, Donald Trump, on trading partners and goods.
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2 months ago | 
moneyage.co.uk | Dan McGrath |Dan Mcgrath
An estimated 17.9 million Brits are set to be dragged into the basic rate of income tax by 2027/28 as a result of frozen tax thresholds, Quilter has revealed. The wealth management firm said that the current freeze on income tax thresholds has “significantly increased” the number of people paying tax for the first time.
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2 months ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
The Financial Conduct Authority (FCA) has concluded its six-week policy sprint, which aims to support new ways to help consumers make important investment decisions. The regulator’s sprint is part of its work on targeted support, as it looks to tackle the gap between bespoke financial advice and guidance. It comes after the FCA found that just 9 per cent of UK consumers took regulated financial advice in the past year.
