Money Marketing

Join host Kimberley Dondo on In Conversation With... as she interviews Matt Evans, Portfolio Manager for Ninety One’s UK Sustainable Equity Fund. They discuss the compelling case for UK equities, market trends, the evolving IPO landscape, and how sustainability drives value. Learn how the GB ISA could reshape

Dan Wiltshire – Illustration by Dan Murrell I've been thinking a lot about death recently. I turn 40 in August, so I've put this down to my looming mid-life crisis.

Competition for trainee adviser positions is fierce and it is difficult to get an employed adviser role if you haven’t worked your way up.

Scottish Widows Platform has integrated new suitability report writing software to simplify and centralise the process for advisers.

The majority (72%) of advisers are ending relationships with more clients than usual, new research by NextWealth has found.

Good morning and welcome to your Morning Briefing for Wednesday 27 November 2024. To get this in your inbox every morning click here. Regulation forcing advisers to offboard clients The majority (72%) of advisers are ending relationships with more clients than usual, new research by NextWealth has found. During 2024,

Almost a tenth (8%) of those aged between 18 and 24 are planning to access financial advice for the first time due to Rachel Reeves' Autumn Budget.

Space X's Starship is the most powerful launch system ever created. As the name suggests, it is something worthy of a sci-fi film.

ZeroKey has integrated with Iress’ Xplan, as part of its efforts to eliminate manual data entry. This latest development means financial advisers can now gain even greater access to the data they have stored within their Xplan account. They can also use ZeroKey as a conduit for moving client data between Xplan and

Robert Sinclair, chairman of the Association of Mortgage Intermediaries, has urged the protection sector not to be too obsessed with perfection. Speaking at the Protection Review conference in London today (27 Nov.), Sinclair reminded the sector that perfection is a journey, not the destination. He said progress in