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3 weeks ago | 
moneymarketing.co.uk | Dan Cooper |Tony Wickenden |Momodou Musa Touray
Vertical integration in the wealth management space is on the rise as more platforms look to expand by acquiring discretionary fund managers and advice businesses, Lincoln International managing director Antoine Dupont-Madinier has insisted. “We’re seeing more activity around vertical integration – an emerging theme that hasn’t had much attention yet,” he told Money Marketing.
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3 weeks ago | 
moneymarketing.co.uk | Momodou Musa Touray |Barrie Dawson |Tony Wickenden
CIExpert has unveiled its new Insight Zone Dashboard, designed to streamline the way advisers access protection product updates, market insights and educational resources. The dashboard acts as a central hub, enhancing the existing Insight Zone pages for critical illness, income protection and life cover by offering a user-friendly interface structured around user experience principles.
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4 weeks ago | 
moneymarketing.co.uk | Kimberley Dondo |Darius McQuaid |Tony Wickenden
Money Marketing’s Weekly Must-Reads: Top 10 StoriesThis week’s top 10 must-reads from the world of financial services include the sad passing of Aberdeen director Michael O’Brien and Matthew Connell’s take on how the FCA’s vulnerability review is bringing face-to-face advice back into the spotlight. Aberdeen director Michael O’Brien diesAberdeen announced the unexpected death of non-executive director Michael O’Brien on 24 May 2025, aged 62.
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4 weeks ago | 
moneymarketing.co.uk | Damian Davies |Tony Wickenden |Barrie Dawson |Kimberley Dondo
It feels like the art of factfinding often gets diluted by the science of compliance. No-one sets out to give bad advice, yet complaints do happen. The reason is that these complaints can stem from poorly managed expectations, miscommunications or misunderstandings. This can be why so much weight of emphasis in advice is given to compliance risk warnings, caveats and processes designed to ‘CYA ’.
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4 weeks ago | 
moneymarketing.co.uk | Momodou Musa Touray |Tony Wickenden |Darius McQuaid
HALO Invest is a step closer to launching its adviser platform having completed its senior team with several high-profile appointments. Lex Webster is the latest to join the business as a non-executive director (NED). He has more than 30 years of experience within financial services most recently as chief executive of Exinity, a CFD and FX broker.
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1 month ago | 
moneymarketing.co.uk | Tony Wickenden |Darius McQuaid
There’s little doubt and no small amount of evidence that when material tax change is introduced it has an impact on behaviour. When a change is introduced offering a tax beneficial outcome, individuals or businesses (as appropriate) will at least consider taking action to access the benefit. When change makes taxation tougher individuals will be open to ways to avoid the negative impact of the change.
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Mar 14, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Tony Wickenden |Salome Asabre
The UK economy unexpectedly shrank in January following a decline in the manufacturing and construction sectors. Friday’s monthly GDP figure from the Office for National Statistics (ONS) was weaker than expected, and came after the economy had grown by 0.4% in December. The ONS blamed weak manufacturing output, down by 1.1% on the month, and construction, which fell by 0.2%. The poor GDP readout will be seen as a blow to the chancellor Rachel Reeves ahead of her Spring Statement this month.
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Mar 10, 2025 | 
moneymarketing.co.uk | Tony Wickenden |Simon Fitzpatrick |Claire Trott
On 16 December 2024, it was announced by the Treasury that the chancellor had commissioned the Office for Budget Responsibility (OBR) to prepare an economic and fiscal forecast (which they described as a ‘Spring forecast’) to be presented to Parliament alongside a ‘Statement’ from the chancellor on 26 March 2025. The OBR has to publish two forecasts every year by law.
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Nov 15, 2024 | 
moneymarketing.co.uk | Kimberley Dondo |Tony Wickenden |Momodou Musa Touray
View more on these topicsAdvisers Podcast MM Weekend Essay In this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death. From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now:
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Nov 13, 2024 | 
moneymarketing.co.uk | Darius McQuaid |Tony Wickenden |Chris Jones |Momodou Musa Touray
The confidence in UK adults’ ability to have enough capital during retirement has dropped since last year. This is according to Nucleus UK Retirement Confidence Index which found that overall confidence is 4.6 in 2024 down from 6.9 in 2023. Nucleus technical services director Andrew Tully said last year the figure was higher than the company expected it to be. The research from last year has been expanded to include UK adults from the age 18+ whereas last year it was based on adults over 50.
