Taylor Beavis

Jan 16, 2025 | moneymarketing.co.uk | Dan Cooper |Taylor Beavis |Clive Bolton

Good morning and welcome to your Morning Briefing for Thursday 16 January 2025. To get this in your inbox every morning click here. Why a joined-up approach to technology is vitalAdvisers are fed up with their technology not being joined up, writes Platforum analyst Mariam Pourshoushtari. Poor integration between systems has long been one of advisers’ main bugbears, making even routine tasks unnecessarily complex.

Jan 15, 2025 | moneymarketing.co.uk | Taylor Beavis

Global wealth management group GSB has hired Hugh Johnson as its chief operating officer, based in the company’s London office. Johnson will support the company’s expansion and growth across all GSB operations. He has previously held senior roles at The Fry Group and global financial services firm Sanlam. At the Fry Group Hugh served as global head of operations.

Jan 9, 2025 | moneymarketing.co.uk | John Husselbee |Amanda Newman Smith |Taylor Beavis

Fixed income will offer more opportunities for active investors over the next few years, as the asset class reacts to a changing economic and political environment. In doing so, bonds will provide investors with the potential for enhanced diversification, and this supports our positive view of the future role of the 60/40 portfolio. A key driver of this outlook is the fragmentation of globalisation and the move towards a more multi-polar world.

Jan 9, 2025 | moneymarketing.co.uk | Amanda Newman Smith |Taylor Beavis |Nic Cicutti |Ian McKenna |ian mckenna

Knowing a social media presence can make you more employable in the advice sector is one thing, but building your personal brand online is another. What are the kinds of things you should be saying? How much of your personality should you be sharing? What messages do you want your content to convey? All these things can be a minefield, particularly when you are finding your feet in the early stages of a career. What do commentators in the financial services and marketing industries suggest?

Jul 17, 2024 | moneymarketing.co.uk | Taylor Beavis

Starting your own financial advice firm is no easy task. It requires time, money, dedication, passion, knowledge — and bucket-loads of resilience. I wanted to use my first column for Money Marketing to provide practical, experience-based advice for those looking to take the plunge and set up their own practice, whether that be directly authorised or through a network or some other route.