3+ day, 21+ hour ago   (15+ words) moneymarketing.co.uk The Big Picture Archive...

4+ day, 39+ min ago   (628+ words) Isas should be among the simplest and most trusted savings vehicles in the UK. Yet successive reforms are making the landscape harder for clients to understand and for advisers and providers to administer. From 6 April 2027, the Cash Isa subscription limit…...

5+ day, 39+ min ago   (799+ words) Does a strong moral or ethical code make someone a better financial adviser? How do you acquire a sense of ethics that can help guide your practice? Is it possible to teach people to behave ethically? I’m beginning to think…...

5+ day, 10+ min ago   (978+ words) Shackleton adds £800m with AC Wealth acquisition Shackleton Advisers has agreed to acquire Aberdein Considine Wealth (AC Wealth), adding around £800m in assets under management and advice (AuMA) to its business. The deal will take Shackleton’s total assets under management and advice…...

6+ day, 15+ min ago   (755+ words) Equity fund outflows reach £15.16bn as investors turn to cash UK investors continued to pull money from equity funds in August, marking the 14th month of outflows in the last 15, according to Calastone’s latest Fund Flow Index. Equity funds recorded net outflows…...

6+ day, 22+ hour ago   (356+ words) Nearly six in ten UK financial advisers are likely to adapt their processes to offer simplified advice to some clients, according to research from Vanguard. The asset manager found that 59% of advisers were considering changes to their advice models, reflecting…...

1+ week, 3+ day ago   (879+ words) Markets are never short of opinions. One day investors are worrying about inflation, the next it’s geopolitics, rates, AI or any number of other concerns. The details change, but the challenge remains the same: how do you make good decisions…...

1+ week, 4+ day ago   (777+ words) When I’ve had a mentor, both when I started out in financial planning and when I was acquired by my current company, the benefits of being a mentee were clear. I gained access to my mentor’s wisdom and way of…...

2+ week, 1+ day ago   (916+ words) For a couple of years, AI-related tech stocks have been setting records for valuations, IPOs and spending. Reservations have grown regarding the heights that just a few companies have pushed the value of indices; the top ten US stocks now…...

2+ week, 3+ day ago   (107+ words) MM Talks: Why platforms and protection must evolve with Scottish Widows’ Jenny Davidson Money Marketing In this episode of MM Talks, Money Marketing’s Kimberley Dondo and Tom Browne sit down with Jenny Davidson, intermediary wealth director at Scottish Widows. Drawing…...