1 Platforms Advisers Platforms Quilter tops Defaqto’s 2024 adviser platform rankingBy Lois Vallely Quilter was dubbed the most recommended adviser platform in 2024 by Defaqto,…
1 Investments Investments Quilter repositions portfolios amid bond-market performanceBy Momodou Musa Touray Quilter has conducted an ad-hoc rebalance across its WealthSelect Managed, Responsible and…
Advisers Advisers Business ESG Investments Pensions Platforms ‘I love solving problems’: MM Meets in 2024By Darius McQuaid This year, Money Marketing produced another bumper crop of MM Meets interviews…
Advisers Advisers Business Quilter adds three AR firms to advice networkBy Momodou Musa Touray Quilter Financial Planning has welcomed three new appointed representative (AR) firms to…
Investments Advisers Business Investments Quilter to discontinue Caerus MPS in 2025By Darius McQuaid Quilter has announced it will discontinue the Caerus Managed Portfolio Service in…
Investments Business Emerging markets ESG Investments Politics Quilter MPS increases US equity allocation due to Trump ‘economic sugar rush’By Darius McQuaid Quilter’s WealthSelect Managed Portfolio Service (MPS) has used its latest quarterly rebalance…
2 Pensions Pensions Politics Tax Steven Levin: Why Labour’s pension plot twist needs a rethinkBy Steven Levin Labour’s decision to bring pensions into the inheritance tax (IHT) framework marks…
3 Investments Investments Regulation Quilter: It’s time to shake up risk warningsBy Jenny Davidson Old-fashioned risk warnings are a blunt instrument that can present a barrier…
3 Politics Business Politics Reeves’ first budget will become a ‘blip’By Darius McQuaid In the long term, chancellor Rachel Reeves’ first Budget will just be…
Advisers Advisers Business Cover story – Tackling the adviser gap: How firms can build a bridge to the futureBy Lois Vallely Why do so few people seek a career in advice? Money Marketing…
2 Pensions Advisers Pensions Tax Quilter CEO to chancellor: Pre-Budget ‘backdrop of fear’ piling pressure on advisersBy Steven Levin As the 30 October UK Budget approaches, speculation and uncertainty about potential…
1 Investments Business Investments Premier Miton hires ex-Quilter director as COOBy Darius McQuaid Premier Miton has appointed Nicola Stronach as its new chief operating officer…