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  • Nov 7, 2024 | moneymarketing.co.uk | Richard Harrison |Ihab El-Saie |Ros Altmann

    As a lifelong rugby fan, I love the camaraderie and health benefits of playing the sport but not the injuries that sometimes come with it. After a recent game left me with a leg in plaster, I spent a lot of time housebound, relying on technology to get me through the working day. This got me thinking about the challenges facing financial advisers, who cannot function properly without the various pieces of software that enable them to do their jobs effectively and efficiently.

  • Nov 5, 2024 | moneymarketing.co.uk | Momodou Musa Touray |Ihab El-Saie |Darius McDermott

    ———————————————————————————-Of all the challenges facing financial advisers, there is none bigger than the monumental shifts happening in the worlds of regulation and technology. So, it was no surprise that these two topics dominated the agenda at Money Marketing Interactive London this year. The Financial Conduct Authority has been busy recently.

  • Nov 5, 2024 | moneymarketing.co.uk | Ihab El-Saie

    Perspective Financial Group has completed nine further acquisitions in the second half of October, including its 100th since the group was founded in 2008. The group said its first 50 acquisitions were achieved by March 2022, 14 years after it was founded. The subsequent 50 acquisitions have been achieved in just two and a half years – an average of one transaction every two and a half weeks.

  • Nov 5, 2024 | moneymarketing.co.uk | Ros Altmann |Ihab El-Saie |Claire Trott |Andy Bell

    It has been a momentous few weeks for investment trusts. At last, the Financial Conduct Authority and Treasury have officially confirmed there are serious errors in published investor cost information for UK-listed investment companies and that these misleading practices must end. Past flawed cost-disclosure rules created sector-wide selling.

  • Oct 31, 2024 | moneymarketing.co.uk | Ihab El-Saie

    Imagine we’re living in the not-too-distant future. We no longer talk about the issues surrounding pension transfers, as we’ve solved that problem. Occasionally, we look back and wonder why it took us so long. The technology was already there, we just hadn’t got round to using it properly. Maybe we spent too much time considering who should foot the bill. Now we’re all seeing the benefits, we tend not to dwell on the past for too long.

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