The Morning Briefing: UK crypto traders banking on Trump, Transact and CURO launch new integration
Good morning and welcome to your Morning Briefing for Tuesday 4 February…
UK crypto traders banking on Trump for major gains
UK crypto traders are optimistic about major gains this year, with many…
Transact and CURO automate adviser-fee reconciliation
Transact and CURO have launched a new integration that automates the reconciliation…
Lang Cat updates functionality on platform-switching tool
Financial consultancy Lang Cat has updated the functionality on its Analyser adviser…
Brooks Macdonald makes LIFT co-founder CEO of financial planning
Brooks Macdonald has made LIFT-Financial Group co-founder Michael Holden its chief executive…
LifeSearch makes two new senior appointments
Protection specialist LifeSearch has made two senior appointments to strengthen its leadership…
The Morning Briefing: The FCA’s ‘poor performance’; HMRC’s mid-year tax regime changes
Good morning and welcome to your Morning Briefing for Monday 3 February…
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Supplementary report on the FCA’s ‘poor performance’ released
A supplementary report about the Financial Conduct Authority’s (FCA’s) “poor performance” in…
HMRC suspects wealthy individuals underpaid £325m in IHT in 2024
His Majesty’s Revenue and Customs (HMRC) has said it believes £325m in…
4
FCA secures £6m confiscation order against jailed fraudster
The Financial Conduct Authority has secured a confiscation order of £5,963,376.15, against…
FCA to make it easier for wealth managers and retail investors to enter bond market
The Financial Conduct Authority (FCA) has set out proposals to make it…
The Morning Briefing: Platform dinosaurs will go extinct; decline in DA applications
Good morning and welcome to your Morning Briefing for Friday 31 January…
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‘The dinosaurs of the platform industry will go extinct’
There are some dinosaurs in the platform industry that will go extinct…
3
FOI request reveals steep drop in DA applications since 2020
Applications for direct authorisation (DA) are on the decline, data obtained from…
Hoxton Wealth appoints commercial director for the Americas
International independent financial advisory firm, Hoxton Wealth – Americas has announced the appointment…
FCA to survey firms on how it regulates financial-services sector
The Financial Conduct Authority is launching a survey into how it regulates…
Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
1
Paraplanners ‘should not worry’ about AI replacing them
Paraplanners should not worry about artificial intelligence (AI) replacing their jobs –…
ARC Research launches benchmark MPS Index to give IFAs ‘clarity’ on performance
ARC Research has launched ARC Managed Platform Solutions (MPS) Indices to give…
3
AR, VR and ER have ‘huge potential’ to transform financial advice
Augmented reality (AR), extended reality (ER) and virtual reality (VR) all have…
Best and worst-paying annuity gap widens on bond-market volatility
The gap between the best and worst-paying annuities has spiked higher in…
The Morning Briefing: SJP ongoing advice update and Fintel completes RSMR deal
Good morning and welcome to your Morning Briefing for Thursday 30 January…
Fintel completes £5.2m purchase of fund research agency RSMR
Fintel has completed the purchase of Rayner Spencer Mills Research (RSMR) for…
4
SJP ongoing advice review ‘progressing as planned’
St. James’s Place has said work to review its ongoing advice charges…
National advice firm Shackleton cuts platform fees as growth ramps up
National advice firm Shackleton has cut its platform fees for existing and…
Adviser platform assets on track to breach £1trn by 2029
Adviser platform assets will likely reach more than £1trn by 2029, while…
AIC elects Peter Hewitt to its board
The Association of Investment Companies (AIC) has elected Peter Hewitt to join…
Goldman Sachs unveils first EMEA active ETFs
Goldman Sachs Asset Management (GSAM) has announced the launch of its first…
P1 Investment Services launches ‘all-in-one’ adviser portal
P1 Investment Services has launched P1 Wealth Pilot, an “all-in-one game changing” client…
7
Pensions experts react to government’s DB surplus plan
Pensions experts have largely welcomed new proposals from the government to allow…
1
PDG announces board changes following AGM
The Protection Distributors Groups (PDG) has announced several board changes following its…
Bonds of Contention: Unravelling the volatility in UK Gilts
Gilts have been in the spotlight as part of the recent global…
Short dated credit continues to offer value
Fidelity Short Dated Corporate Bond portfolio managers Kris Atkinson and Shamil Gohil…
All-in yields remain attractive in sterling corporate bond markets
Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share…
Gilt selloff: Return of Truss 2.0?
The ongoing global government bond selloff has pushed 30-year gilt yields to…
Fidelity’s Mike Riddell: Mixed picture facing global fixed income investors
Authors: Mike Riddell and Tim Foster, portfolio managers, Fidelity Strategic Bond Fund…
Navigating bond markets in a volatile post-election market
Kris Atkinson, portfolio manager, Fidelity Short Dated Corporate Bond Fund It might…
