Thomas Mathar

5 days ago | moneymarketing.co.uk | Tom Browne |Matt Storey |Thomas Mathar |Momodou Musa Touray

Wealth transfer has surged to the top of the agenda for financial advisers, with 92% reporting that they have discussed inheritance planning with clients in the wake of proposed changes announced in the Government’s Autumn Budget. This is one of the key findings of the latest Schroders UK Financial Adviser Pulse Survey, which gathered insights from 272 UK-based financial advisers.

5 days ago | moneymarketing.co.uk | Kimberley Dondo |Thomas Mathar |Darius McQuaid |Greg Neall

Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA’s AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.

Feb 28, 2025 | moneymarketing.co.uk | Thomas Mathar |Kimberley Dondo |Darius McQuaid

Trust is fragile. Lose it, and everything else – power, reputation, influence – crumbles. Just ask any leader who has seen their authority collapse overnight. Take Boris Johnson, for example. His fall from power wasn’t about political opposition or economic turmoil. It was about something far more personal: the erosion of trust. It wasn’t just that mistakes were made. It was the way he handled them.

Feb 5, 2025 | moneymarketing.co.uk | Kimberley Dondo |Momodou Musa Touray |Thomas Mathar

In the latest In Conversation With episode, Kimberley Dondo sits down with Will Fraser-Allen, Managing Partner of Albion Capital, to explore the evolving world of venture capital trusts (VCTs). From his journey in the VC sector to the key trends shaping the 2025 market outlook, Will shares invaluable insights on macroeconomic influences, fundraising challenges, and compelling opportunities for advisers.

Jan 29, 2025 | moneymarketing.co.uk | Darius McQuaid |Paul Harper |Thomas Mathar

P1 Investment Services has launched P1 Wealth Pilot, an “all-in-one game changing” client onboarding and servicing portal for financial advisers and their clients. The P1 Wealth Pilot was created to tackle the “massive” problem of siloed data sitting across multiple adviser systems.