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2 weeks ago | 
moneymarketing.co.uk | Kimberley Dondo |Phil Bray
Money Marketing’s Weekly Must-Reads: Top 10 StoriesThis week’s top stories highlight key developments in the financial advice sector. Headlining the list: State pension moves ‘perilously close’ to personal allowance threshold, and FCA suspends Hargreaves Lansdown shares from trading.
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3 weeks ago | 
moneymarketing.co.uk | Dan Cooper |Phil Bray
Ascot Lloyd and The Open Partnership have both given their backing to a new industry initiative that aims to attract more young talent into the sector. Future Financial Adviser (FFA) provides an engagement platform to encourage and advise 17–25-year-olds on career pathways into financial advice. It also aims to help those already in the profession to progress.
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3 weeks ago | 
moneymarketing.co.uk | Momodou Musa Touray |Daniel Simpson |Phil Bray
Investment manager Marlborough has taken a minority stake in London-based IFA First Wealth to support its growth strategy. First Wealth employs 25 staff, including eight financial planners, and manages approximately £480m of assets for around 600 clients and their families. Its clients are primarily business owners and entrepreneurs based in the capital and across the South East.
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3 weeks ago | 
moneymarketing.co.uk | Tom Browne |Kimberley Dondo |Phil Bray
Time4Advice, the financial planning software firm behind CURO, has announced that co-founders Mitchell Philpott and Roland Rawicz-Szczerbo will retire from the business on 30 April 2025. The company has named Richard Brian, currently technical director, as the new managing director of CURO. He will assume the role on 31 March 2025 and lead the business into its next phase, supported by a newly formed leadership team.
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4 weeks ago | 
moneymarketing.co.uk | Dan Cooper |Simon Evans |Phil Bray |Salome Asabre
Private equity-backed consolidator Shackleton has added £200m assets under management with the acquisition of London-based advice firm PK Financial Planning. The purchase includes PK Employee Benefits, a division of PK Financial Planning, and its discretionary fund management arm, PK Wealth. The deal further strengthens Shackleton’s presence in the South East as part of its ongoing nationwide expansion.
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4 weeks ago | 
moneymarketing.co.uk | Phil Bray |Kimberley Dondo
LinkedIn is a potential goldmine for financial advisers and planners, with 44.6 million users in the UK alone. I accept that some readers of this article would rather stick needles in their eyes than venture over to LinkedIn. That’s fine; you can save a few minutes by stopping reading now. But if you want to target business owners, high-earning professionals, or people working in specific professions or at certain companies, keep reading.
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Jan 9, 2025 | 
ftadviser.com | Phil Bray
Advisers’ attitudes to cryptocurrencies may have to change and here is why. According to the FCA, 7mn people in the UK own cryptocurrency, as the government estimates 93 per cent of the UK population is aware of it. And of the advisers we have polled on Linkedin, 51 per cent believed they would be asked about it more in 2025. However, despite its popularity, you’ll struggle to find a regulated adviser talking openly about cryptocurrencies in communications with their clients and prospects.
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Nov 20, 2024 | 
moneymarketing.co.uk | Richard Harrison |Phil Bray
Good morning and welcome to your Morning Briefing for Wednesday 20 November 2024. To get this in your inbox every morning click here. Platforms Association expandsThe Platforms Association has expanded to 46 founding members, less than two months after it was launched. The founding members comprise of several high-profile firms including Abrdn, Aviva, Aegon, Fidelity, Quilter, Scottish Widows and Hargreaves Lansdown, among others.
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Nov 19, 2024 | 
moneymarketing.co.uk | Alison Gay |Phil Bray
One of the many possibilities trailed before last Friday’s Mansion House speech was the idea that the Financial Conduct Authority’s objectives might be changed. Currently, both it and the Prudential Regulation Authority have an objective to facilitate the international competitiveness and growth of the UK. Given growth is what the UK economy badly needs to achieve, it’s easy to see why new chancellor Rachel Reeves would want to align the regulators’ objectives.
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Nov 12, 2024 | 
moneymarketing.co.uk | Andy Curran |Phil Bray |Caitlin Jordan
By any measure, the recent Budget felt like a major political set piece and one which may define much of this parliament. The lead up to it was characterised by division and adversarial politics and, at this point, I think it is helpful to take a step back and look at the positive impact cross-party agreement has had in the past and look forward to how we can work with new policy challenges to deliver for our clients.
