Money Marketing

1 day 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 day 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.

2 days ago | moneymarketing.co.uk | Amanda Cassidy |Kimberley Dondo

The Trump tariff announcements have once again reminded us just how quickly markets can turn. Volatility like this often triggers understandable anxiety among investors, and we’ve seen that in recent weeks. Many of our customers have been in touch, worried about their portfolios and questioning whether now might be the time to disinvest. This is exactly the kind of environment that reminds us of the value of advice.

2 days ago | moneymarketing.co.uk | Tom Browne |Dan Cooper |Amanda Newman Smith

Good morning and welcome to your Morning Briefing for Tuesday 17 June 2025. To get this in your inbox every morning click here. New Iress partnership promises seamless adviser workflowsFinancial 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.

2 days ago | moneymarketing.co.uk | Amanda Newman Smith |Momodou Musa Touray |Darius McQuaid

Advisers are often told to start their businesses with the exit in mind – but many don’t. While the logic is clear, often framed in clichés like “if you fail to plan, you plan to fail”, it still feels counterintuitive to think about stepping away from something that’s only just begun. In the early days, succession planning can seem irrelevant – retirement a distant concept.