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4 weeks ago | 
moneymarketing.co.uk | Simon Evans |Shelley McCarthy
Fintech and support services provider Fintel has appointed Tom Hegarty as the new chief executive of its subsidiary Simplybiz, effective from 1 April 2025. Prior to joining Simplybiz, Hegarty served as managing director of M&G Wealth Advice, where he played a pivotal role in the creation and development of The Advice Partnership.
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4 weeks ago | 
moneymarketing.co.uk | Darius McQuaid |Jasmine Pandey |Shelley McCarthy
Evelyn Partners boss Paul Geddes is “excited about the opportunities ahead” as the business refocuses solely on wealth management. In its financial results for 2024, the business reported that its wealth management business had delivered “another strong year”, with £8bn gross inflows. It said assets under management closed the year at a “record high” of £63bn, driven by £1.3bn of net inflows and £2.6bn gains from positive market movements and investment performance.
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4 weeks ago | 
moneymarketing.co.uk | Kimberley Dondo |Tom Browne |Shelley McCarthy
View more on these topicsAdvisers Spring Statement 2025 News In this episode of the MM podcast, “Statement or just chat?”, editor Tom Browne and special guests Chris Jones (Dynamic Planner) and Jeremy Fawcett (Platforum) take a closer look at chancellor Rachel Reeves’ Spring Statement. They discuss some of the economic forecasts and implications, what was or wasn’t announced, and what financial advisers should be paying attention to. Listen now:
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1 month ago | 
moneymarketing.co.uk | Tom Browne |Darius McQuaid |Shelley McCarthy
The person who edited MM between 2000 and 2009 can claim to have witnessed a transformation in virtually every sphere. Present-day conversations about AI and technology seem mild when looking back on a decade that saw Google establishing its dominance over online searches, along with the launch of Facebook, Twitter, the iPod, the iPhone and Wikipedia.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Kimberley Dondo |Shelley McCarthy
Stakeholders in the protection sector have welcomed the Financial Conduct Authority’s launch of its maiden protection market study. They hope the study into the distribution of pure protection products to retail customers will bring positive outcomes for both consumers and the industry. Last Friday, the FCA launched its long-awaited protection market study to better understand how the distribution of pure protection insurance products is working for consumers.
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1 month ago | 
moneymarketing.co.uk | Lee Coates |Darius McQuaid |Shelley McCarthy
The recent survey conducted by The Investment Association (IA) and The Wisdom Council presents a compelling insight into the state of sustainable investing. While over half (52%) of retail investors are aware of the Financial Conduct Authority’s Sustainability Disclosure Requirements (SDR) investment labels, and 94% find the labelling system helpful, there remains a significant disconnect between adviser expectations and the reality of available investment products.
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1 month ago | 
moneymarketing.co.uk | Shelley McCarthy |Darius McQuaid |Kimberley Dondo
I’ve recently finished reading Anxious People by Fredrik Backman and it really got me thinking – mainly, about how I could apply several of the key messages to my work life. The book is about a bank robbery that goes wrong and turns into a hostage situation – although it is actually about so much more. Firstly, it challenged my preconceptions of characters in the book. I had to go back and read several passages to see how I’d managed to interpret things in a certain way.
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Sep 25, 2024 | 
icfp.co.uk | Shelley McCarthy
Informed Choice is a long-established, independent financial advisory firm, and we pride ourselves on putting our clients’ interests at the heart of everything we do. We are currently seeking a skilled and experienced Paraplanner to join our team. In this role, you will be instrumental in supporting our Financial Planners in delivering high-quality advice and ensuring the smooth implementation of recommendations.
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Sep 12, 2024 | 
moneymarketing.co.uk | Shelley McCarthy |Momodou Musa Touray |Salome Asabre
I was talking to an industry old timer this morning (he won’t mind me calling him that – in fact, he suggested it) about the first Budget of our new government due next month. What should we consider advising our clients to do ahead of the statement? He chuckled, answered by saying, “nothing at all” and paused for a moment. I knew he had a story coming. He recalled a panic situation around the withdrawal of a benefit associated with life assurance policies back in the mid-1980s.
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Jul 15, 2024 | 
moneymarketing.co.uk | Shelley McCarthy
There is currently no central vulnerability database for financial services firms, but having one would “not be an efficient approach”, Evelyn Partners has insisted. Speaking during a vulnerability-focussed webinar held by the firm last week, chief investment management director Chris Kenny said there is a view that the financial-services sector is behind other industries when it comes to vulnerability.
