Richard Shearwood

4 weeks ago | moneymarketing.co.uk | Darius McQuaid |Richard Shearwood |Momodou Musa Touray

Intelliflo has partnered with savings platform Flagstone to help advisers add valuations more seamlessly and drive greater efficiency in client reporting. Intelliflo’s practice management system – ‘Intelliflo Office’ – currently supports over 28,700 financial advisers to manage their clients’ investment portfolios. With 137 integrations in store, intelliflo enables users to view clients’ often complex financial positions from one single place.

4 weeks ago | moneymarketing.co.uk | Barrie Dawson |Richard Shearwood |Kimberley Dondo |Greg Neall

The core duties of a personal representative (PR) are to collect and manage the estate’s assets, settle the deceased’s debts and liabilities, and distribute the remaining estate according to the will — or by the rules of intestacy if no will exists. Sounds straightforward, right? In practice, it’s anything but. The role can be daunting for a layperson, and professional guidance from an estate administrator is often essential. A common stumbling block?

1 month ago | moneymarketing.co.uk | Richard Shearwood |Mark Sanderson |Momodou Musa Touray

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1 month ago | moneymarketing.co.uk | Greg Neall |Richard Shearwood |Mark Sanderson

I’ve recently been reminded of the legacy issues that still affect some women, particularly those of a certain age, in our pension system. These stem from the sexism embedded in the 1970s, 80s and 90s, yet their financial consequences are very much alive today. Earmarking in divorce settlements is widely known to have caused problems, but the scale of inequity it created is less often seen in stark detail. I once advised a woman awarded a death-in-service benefit for her chronically ill ex-husband.

1 month ago | moneymarketing.co.uk | Dan Cooper |Richard Shearwood

Whenever we discuss the pitfalls of artificial intelligence (AI), one consistent and reassuring message is that it’ll never be able to replace the human touch. We’re told that, for all its benefits, it simply cannot provide the same level of empathy and understanding that a living, breathing person can. But there is evidence to suggest that the tide might be turning.