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Sep 27, 2024 | 
moneymarketing.co.uk | Dan Cooper |Momodou Musa Touray |Liz Field
Football has been a big part of my life for as long as I can remember. Like many young lads, I dreamed of scoring the winner in the last minute of the Cup Final as I kicked a tennis ball around the playground with my mates. Outside of school, I used to spend hours at the park around the corner from my house, practicing my keepy-uppies and dribbling around the jumpers I’d laid out. When I wasn’t playing football, I was watching it.
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Sep 26, 2024 | 
moneymarketing.co.uk | Russell Lancaster |Liz Field |Heather Ross |Darius McDermott
Technology has done wonders for advice over the past decade, helping millions of people over the years, but it is nowhere near where it needs to be for the industry to achieve its fullest potential. According to a recent report from The Lang Cat, if the advice industry were to reduce technological inefficiencies and processes, client volumes per firm could increase by 40-50%, which equates to an uptick of two million customers.
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Sep 23, 2024 | 
moneymarketing.co.uk | Rachael Griffin |Emma Thomson |Liz Field
The countdown to the Labour government’s first Budget on 30 October is well and truly on, meaning it’s time to get your clients’ houses in order ahead of expected tax changes. With rumours already circulating on what chancellor Rachel Reeves will announce, the first port of call will be reassuring clients that they should not be making any rash decisions.
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Sep 18, 2024 | 
moneymarketing.co.uk | Charles Younes |Suzy Morrissey |Liz Field |Dan Wiltshire
Concentration risk has been a hot topic this year, with the continued rise of the Magnificent 7 US tech giants carrying markets higher. However, the narrowness of the rally has been a cause for some concern. Enthusiasm for artificial intelligence (AI) has widened a bit to include other semiconductor stocks but gains from most other sectors in the US have been modest in comparison.
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Jul 16, 2024 | 
ffnews.com | Lauren Towner |Liz Field
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has set out its agenda for government over the course of this Parliament. PIMFA’s agenda: ‘Creating a UK Culture of Thriving Financial Health’ builds on and supports the policy priorities set out by this Labour government as it seeks to create wealth within the UK and ultimately deliver economic growth.
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Nov 28, 2023 | 
businessandindustry.co.uk | Liz Field
Home » Managing Your Money » Tech tools helping wealth managers communicate with clients better Next article
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Oct 16, 2023 | 
moneymarketing.co.uk | Liz Field |Momodou Musa Touray |Trevor Greetham
Private equity firm Coniston Capital has taken a minority stake in national advice business MWA Financial in exchange for an injection of growth capital. The investment will “significantly” increase MWA’s acquisition power, helping accelerate the growth of the business. MWA has completed five acquisitions in the past two years, and has a further three deals in the pipeline. It anticipates that these will take assets under advice for the business above the £1bn mark by the summer of 2024.
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Oct 12, 2023 | 
moneymarketing.co.uk | Liz Field |Katey Pigden |Salome Asabre
Good morning and welcome to your Morning Briefing for Thursday 12 October 2023. To get this in your inbox every morning click here. Quilter’s new App HubFollowing recent upgrades to its platform, Quilter has launched its new ‘App Hub’, in partnership with FNZ. This will allow advisers to connect to third-party software via the platform. Quilter said this will “improve their overall user experience” and “aid financial planning conversations with clients”.
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Oct 10, 2023 | 
moneymarketing.co.uk | Catriona Standingford |Liz Field
Most will be up to speed with the significant changes to the pensions landscape announced in the March Budget. A quick recap: prior to 6 April 2023, the tax charge payable on pension benefits crystallised in excess of the lifetime allowance (LTA) was 55% if taken as a lump sum, or 25% if designated to produce a taxable income. With effect from the start of the 2023/24 tax year, this charge has been set to 0%. The allowance has been formally abolished with effect from the 2024/25 tax year.
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Oct 2, 2023 | 
moneymarketing.co.uk | Mel Kenny |Liz Field |Ian McKenna |ian mckenna
The advice profession has recently been called on to place greater emphasis on avoiding foreseeable harm to retail customers, a consideration many advisers have actually factored in for a long time. Coming away from the centre concourse of this subject, it made me think about specialist advice and how, generally, even those of reasonable mind can fail to foresee possible events if they don’t know what they don’t know. How much are you supposed to know to avoid causing foreseeable harm?
