Welcome to the first MM Talks episode of 2025! Join Kimberley Dondo, Lois Vallely and Dan Cooper as they dive into the financial trends and surprises shaping the new year – from the most defining moments for advisers to the curveballs of 2024 and how they’ll impact the year ahead. Plus, the news stories advisers can’t afford to miss!
Recommended

Clive Waller: Surveying the retirement planning landscape
By Clive Waller
To the surprise of many, especially in the financial planning world, George…

Plannr and Seccl launch first phase of CRM integration
By Tom Browne
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…

1
Dynamic Planner launches Financial Personality Insights to improve client understanding
By Tom Browne
Dynamic Planner, the UK’s leading digital financial advice platform, has launched a…

Fundment raises £45m funding to scale adviser tech platform
By Momodou Musa Touray
Platform tech provider Fundment has raised £45m in a funding round led…

Weak UK macro supports a defensive play
By Caitlin Jordan
With the domestic economy now in a technical recession, UK fixed income…
Comments