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Money Marketing
1 小时
Schroders to adopt all four SDR labels for 16 funds
Schroders has announced it is set to adopt all four of the Financial Conduct Authority’s (FCA) Sustainability Disclosure ...
Money Marketing
2 小时
Ex-CEO of Holloway Friendly Tragheim joins t+1 advisory board
Stuart Tragheim, the former chief executive of Holloway Friendly, has joined the advisory board of newly formed protection ...
Money Marketing
3 小时
Gen Z and Millennials would rather work past retirement than have a non-ethical pension
The vast majority of Gen Z (86%) and Millennials (73%) said they would rather accept lower returns on their pension savings ...
Opinion
Money Marketing
3 小时
Opinion
Heather Hopkins: Are tailored investment solutions worth the hype?
Tailoring, whether that be suits or investment solutions, used to be the domain of the wealthy. They often went hand-in-hand: ...
Money Marketing
5 小时
Evelyn Partners to ‘focus solely on wealth management’ as it sells Fund Solutions ...
Evelyn Partners Group Limited has announced an agreement to sell its Fund Solutions division, operated by Evelyn Partners ...
Money Marketing
5 小时
Canada Life appoints managing director for retirement business
Canada Life UK has appointed Peter Maddern as managing director of its retirement business. Maddern’s appointment, subject to ...
Opinion
Money Marketing
6 小时
Opinion
Mike Barrett: Growth must not come at the expense of customer outcomes
Twas the night before Christmas. In the regulator’s house, plenty were stirring, no doubt looking at the letter received from ...
Money Marketing
5 小时
Fundment and Calton back Verve Foundation’s new talent initiative
The Verve Foundation has announced that Fundment and Calton will sponsor two cohorts of its We Are Change initiative for 2025 ...
Money Marketing
7 小时
Quilter adopts VouchedFor’s client survey system to support advisers
Quilter Financial Planning has adopted VouchedFor’s client survey system Elevation to support its network of advisers.
Money Marketing
2 小时
BareRock enhances vulnerability support for advice firms
Professional Indemnity Insurance (PII) provider BareRock has announced a strategic partnership with Comentis, the duty of care assessment company. The digital-first PII provider will add the Comentis ...
Money Marketing
8 小时
The Morning Briefing: LV= launches Embark-backed adviser platform; a balanced perspective ...
Good morning and welcome to your Morning Briefing for Monday 27 January 2025. To get this in your inbox every morning click ...
Opinion
Money Marketing
9 小时
Opinion
Majid Hussain: A balanced perspective on Rachel Reeves and the economy
Chancellor Rachel Reeves is facing mounting scrutiny over the UK’s economic difficulties. Much of the criticism is directed ...
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