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1 week ago | 
moneymarketing.co.uk | Robin Powell |Darius McQuaid |Momodou Musa Touray |Salome Asabre
When financial historians look back on the late 20th and early 21st centuries, they’ll surely conclude that no firm has done more than Vanguard to improve investment outcomes for ordinary people. By launching the first index fund for individual investors, Vanguard democratised investing, eventually making market returns accessible to a global audience. Its commitment to low and transparent fees sent shockwaves through the industry.
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1 week ago | 
moneymarketing.co.uk | Momodou Musa Touray |David W Coombs |Darius McQuaid |Salome Asabre
The CFA Institute is calling on policymakers to establish clearer legal frameworks to support the global growth of digital finance, particularly as tokenisation gains traction in markets worldwide. In a report published today (6 May), the institute outlines a series of policy recommendations aimed at unlocking the full potential of digital assets.
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2 weeks ago | 
moneymarketing.co.uk | Tom Browne |Caitlin Jordan |Momodou Musa Touray |Salome Asabre
Good morning and welcome to your Morning Briefing for Tuesday 29 April 2025. To get this in your inbox every morning click here. L&G enhances CIC and IP but drops fracture coverLegal & General Retail Protection has announced enhancements to its critical illness and income protection offerings, but confirmed it will no longer offer fracture cover to new or renewing customers.
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3 weeks ago | 
moneymarketing.co.uk | Darius McQuaid |Steven D. Levin |David Boyhan |Salome Asabre
The Alternative Investment Market (AIM) is expected to raise at least an additional £110m in inheritance tax (IHT) per year. This is according to research from TWM Solicitors, based on a Freedom of Information request it made to HMRC. Following chancellor Rachel Reeves budget in October 2024, she halved the IHT relief on shares in stocks quoted on the AIM. IHT chargeable on most AIM shares will now be set at a rate of 20%, half the potential 40% benefit that was previously available.
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3 weeks ago | 
moneymarketing.co.uk | Kimberley Dondo |Salome Asabre
Good morning and welcome to your Morning Briefing for Tuesday 22 April 2025. To get this in your inbox every morning click here. New CFO for Evelyn PartnersEvelyn Partners has appointed Alex Gersh as its new chief financial officer and an executive director, subject to regulatory approval. Gersh will join Evelyn Partners at the end of April and will work closely with interim CFO Scott Kirk to ensure an orderly handover.
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4 weeks ago | 
moneymarketing.co.uk | Ian Richards |Momodou Musa Touray |Salome Asabre
The Financial Conduct Authority may use regulatory tools such as sanctions and voluntary requirements if firms fail to adequately take steps to ensure they can justify their ongoing fees, Isio strategic adviser Ritchie Thomson has warned. Thomson joined Isio in March, having worked as a supervision projects manager at the FCA for 20 years. While at the regulator, he led its supervisory work for the advice sector, including establishing the team overseeing defined benefit (DB) pension transfers.
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1 month ago | 
moneymarketing.co.uk | Kimberley Dondo |Alan Hughes |Salome Asabre
Money Marketing’s Weekly Must-Reads: Top 10 StoriesThis week’s must-reads spotlight the most significant developments in the financial advice world. Leading the pack: Trump and Truss – a tale of two economic disasters, and Steve Webb’s take on why inheritance tax changes on pensions deserve more attention.
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1 month ago | 
moneymarketing.co.uk | Noel Butwell |Kimberley Dondo |Momodou Musa Touray |Salome Asabre
As I wrote in my column in February, one of the biggest ‘macro’ questions facing the sector is capacity. How do we protect it and unlock it, so that advisers can do more? In recent years, policy chop and change and general political uncertainty has been a major drain on resource. It makes consumers confused and worried, and challenges advisers’ ability to focus on executing long-term plans.
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1 month ago | 
moneymarketing.co.uk | Andy Hart |Darius McQuaid |Kimberley Dondo |Salome Asabre
As financial advisers, we’ve had it relatively easy during the past couple of annual planning meetings (APM). Markets have been kind, with 2023 and 2024 delivering strong equity returns, the only asset class worth bothering with for the long term after inflation and fees. Investment discussions in client meetings were easy – portfolios had grown (a lot), risk strategies had held up, and clients were happy.
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1 month ago | 
moneymarketing.co.uk | Tom Browne |Mariam Pourshoushtari |Salome Asabre
Guardian has announced the appointment of Carlton Hood as its new chief executive officer, effective from 1 May, subject to regulatory approval. Hood, the former Group CEO of Responsible Life, will take over the leadership of Guardian’s Executive Team. This includes Duncan Mosely (chief operating officer), Nischal Singh (chief financial officer), Hilary Banks (commercial director), and Ruth Starsmeare (group chief technology officer).
