‘Most people fear public speaking more than death’: Weekend Essays of 2024
At Money Marketing, we cover the news, we write features and news…
‘A step-change in engagement’: Platforms in 2024
Two big stories dominated the platforms space in 2024, as one firm…
Financial Adviser 2B: Surviving second interviews
Why is it necessary to repeat the interview process? Are employers looking…
‘Surviving the coming storms’: Cover features of 2024
Money Marketing‘s cover features provide an in-depth look at an important topic…
In Focus: Are emerging market investments bucking the passive trend?
Passive investing may dominate but the emerging markets landscape has remained attractive…
Using a partner’s pension as a financial-planning tool
The Organisation for Economic Co-operation and Development recently warned the UK government…
Should you work on your emotional intelligence?
One topic starting to crop up more in the advice sector is…
How to build an online personal brand when starting out in advice
Knowing a social-media presence can make you more employable in the advice…
Do you need a social-media brand to get a job in advice?
Researching financial products and services online before buying has become second nature…
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Can AI help advisers practise difficult conversations?
Difficult conversations go with the territory for financial advisers. Helping clients live…
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Can you ‘borrow’ discretionary management permissions?
Only a Financial Conduct Authority-authorised firm with FCA permission ‘managing investments’ can…
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Cover story: FCA sets its sights on targeted support
The regulator admits that the current advice landscape is failing those who…
Cover story: Trade Body 2.0 – Does the platform sector need a new voice?
As the Platforms Association gets into gear, is this new trade body…
Cover story – Tackling the adviser gap: How firms can build a bridge to the future
Why do so few people seek a career in advice? Money Marketing…
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Cover story: ‘We’re expecting turbulence’ – Why psychology has never been more important in advice
With uncertainty all around, advisers are best placed to cut through ‘fake…
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Cover story: Why the reality of impartial advice falls short
The ‘independence’ of IFAs has become ‘a bit muddied’, say experts, with…
Podcast: Should Wall Street be worried about DeepSeek?
The arrival of Chinese AI start-up DeepSeek has shaken the markets, raising…
Podcast: No one wants to go back to the days before flexible working
In this week’s Weekend Essay, Momodou Musa Touray reflects on the lasting…
Podcast: Looking past assumptions during Disability History Month
In this week’s Weekend Essay, Amanda Newman Smith reflects on Disability History…
Podcast: Is ‘sorry’ really the hardest word?
In this Weekend Essay, editor Tom Browne reflects on the art of…
Podcast: We need to have those difficult conversations about death
In this deeply personal episode, Dan Cooper reflects on the recent loss…
Podcast: What lessons should the media learn from the US election and the UK Budget?
In this week’s Weekend Essay, editor Tom Browne reflects on what lessons…
Leader: Why good financial advice is a tricky balancing act
It’s about enabling clients to enjoy life’s small pleasures today without sacrificing…
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Leader: Banks could hold the key to closing the advice gap — and you have nothing to fear
As some banks head back into advice, wealth managers should just ‘keep…
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Leader: The CII and the PFS are at it again. Will this feud ever end?
This is just the latest chapter in the supposedly professional bodies’ tome…
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Leader: If Starmer targets ‘the broadest shoulders’, most clients will be in his sights
With people already frightened at the prospect of Labour’s first Budget, are…
MM Meets… Aberdein Considine Wealth’s Jen Paice: ‘I thrive on challenges that require bold action’
Jen Paice is drawn to opportunities where she can bring ‘a fresh,…
MM Meets… Unbiased founder and chief executive Karen Barrett: ‘You have to dig deep and keep going’
Resilience is key when starting a business, says Karen Barrett. There are…
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MM Meets… Castlefield founder and chair John Eckersley: ‘We have a strong set of values as a business’
The Castlefield boss is responsible for ‘making sure people are in the…
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MM Meets… Parmenion CEO Martin Jennings: ‘We’re just trying to build a great product’
The Parmenion CEO has progressed from having ‘no career plan or desire…
Caitlin Southall: A call for SSAS regulation
As I think everyone in the pensions sector knows, I have been…
Noel Butwell: Making space for doing more
How do we protect and unlock advisers’ capacity, whether in terms of…
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Rob Burdett: Why there’s more to world markets than interest rates
Writing this in the aftermath of the inauguration of the 47th President…
HMRC’s mid-year tax regime changes will impact all of us
Life is getting tougher for tax payers trading assets and, in the…
Weekend Essay: Should Wall Street be worried about DeepSeek?
It was all going so swimmingly for the ‘big tech’ stocks, wasn’t…
Clive Waller: Surveying the retirement planning landscape
To the surprise of many, especially in the financial planning world, George…
Pensions outlook: Navigating change and uncertainty in 2025
As we welcome in 2025 and look ahead at the year, the…
Investment outlook: Exploring 2025 through a multi-asset lens
It’s been a bumpy ride in markets over the past few years,…
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Take Money Marketing’s Christmas Quiz!
Deck the halls with boughs of holly, Money Marketing’s quiz is jolly!…
CGT planning at the end of a pivotal year
Capital gains tax (CGT) receipts rose sharply in October ahead of the…
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How widening inequalities signal a warning for the UK pension system
The government has made a commitment to “tackle all the inequalities that…
2
Don’t underestimate Consumer Duty changes to fair value
In days gone by, assessing the value of a service was a…
1
How to turn exam setbacks into success
We spend a lot of time focusing on celebrating when someone passes…
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How will FCA’s new financial inclusion remit reshape Consumer Duty?
The Treasury wrote to the Financial Conduct Authority last month to recommend…
Here’s a clever marketing trick to get you more referrals
NextWealth’s most recent Financial Advice Business Benchmark report is pretty stark about…
What Trump 2.0 means for private equity
Donald Trump’s victory in the US presidential election has stirred significant response…
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How ‘most valuable’ IHT exemption could help clients prepare for pensions raid
The introduction of pension freedoms provided a generous opportunity to use pension…
Roderic Rennison: 10 common mistakes to avoid when selling your firm
When it comes to selling businesses, over 70% of all transactions fail…
