
Articles
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3 days 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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4 days 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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1 week 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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1 week 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 week 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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RT @tecconn: Tony Wickenden Talks Summer Budget changes for financial planners - http://t.co/TbRSmQCl6z

RT @tecconn: Tony Wickenden Talks Inheritance Tax - http://t.co/1DHjKjdEni

I didn't say that! The bit about pensions and thieving policians that is .