Tom Browne

1 week ago | moneymarketing.co.uk | Gillian Hepburn |Tom Browne |Kimberley Dondo |Darius McQuaid

Following the implementation of Consumer Duty, the price and value outcome has been identified as the most challenging for advisers. While price should be relatively easy to assess, the value of any product or service is always difficult to define – and advice is no different and perhaps more challenging as it’s an intangible. However, the results of the most recent Schroder adviser survey offer up some useful insights into the value of advice.

1 week ago | moneymarketing.co.uk | Tom Browne |Momodou Musa Touray

Good morning and welcome to your Morning Briefing for Wednesday 18 June 2025. To get this in your inbox every morning click here. Half of advice firms segmenting clients ahead of Advice Guidance Boundary ReviewHalf of UK advice firms are reviewing their client bases for segmentation as they prepare for the outcome of the Financial Conduct Authority’s Advice Guidance Boundary Review, according to new research from Dynamic Planner.

1 week ago | moneymarketing.co.uk | Tom Browne |Darius McQuaid

UK inflation held steady at 3.4% in May, according to new figures from the Office for National Statistics. The news prompted mixed reactions across the financial sector as analysts assess the likelihood of a summer interest rate cut. May’s inflation rate matches the revised April figure, after the ONS corrected an earlier miscalculation caused by tax data errors.

1 week ago | moneymarketing.co.uk | Tom Browne |Steven D. Levin |Momodou Musa Touray |Roderic Rennison

Half of UK advice firms are reviewing their client bases for segmentation as they prepare for the outcome of the Financial Conduct Authority’s Advice Guidance Boundary Review, according to new research from Dynamic Planner. The Advice 2025 survey, conducted independently with more than 400 advice professionals, found that 50% of firms are reassessing how they segment their clients in anticipation of policy changes.

1 week ago | moneymarketing.co.uk | Tom Browne |Buddy Keville |Darius McQuaid |Alex Gaita

Financial technology firm Iress has launched the Iress Partnership, a new strategic initiative aimed at strengthening its UK Wealth business by creating deeper, more collaborative integrations with selected third-party technology providers. Building on the firm’s existing Iress Open API framework, which currently supports over 100 fintech and regtech integrations, the new Partnership model marks a significant shift.