Wren Sterling chair Darby stepped down at the end of 2024
2025年1月3日 · Wren Sterling executive chairperson Ian Darby left the nationwide independent financial planner firm at the end of 2024. Darby worked for Wren Sterling for just under a …
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Platforms outlook: Finally, improved flows and a flight to quality
2025年1月3日 · We’ve heard a lot about AI in 2024 and it will continue to dominate event agendas in 2025, but I predict any real step change in adviser automation won’t pull through in 2025.
Why 2025 could (finally) be the UK’s year | Money Marketing
2025年1月2日 · Nevertheless, there was a spot of good news more recently. Calastone data for November shows funds investing in UK equities saw net inflows for the first time since May …
Guardian sets out adviser strategy for 2025 | Money Marketing
2024年10月21日 · Protection challenger Guardian has outlined its adviser strategy for 2025. It includes “deepening quality relationships” with advisers and firms alike to deliver good …
‘Consolidator consolidation is inevitable’: Advice firms in 2024
2024年12月19日 · Lois Vallely – Illustration by Dan Murrell. Advice firms have had a lot to contend with in 2024: a deluge of regulation, a change of government leading to uncertainty over …
Weekend Essay: Are people doing enough to protect themselves …
2024年10月25日 · Scams are on the rise. Not a day goes by without us receiving scam messages via email, telephone or social media. It is pervasive, persistent and annoying. We have learned …
Industry outlook: How FCA and government can help relieve …
2024年12月30日 · Noel Butwell – Illustration by Dan Murrell. The end of the year provides a perfect opportunity to reflect. Here, I want to explore what 2024 has brought for the advice …
Rachel Reeves announces 40% relief on business rates
2024年10月30日 · Chancellor Rachel Reeves has announced a 40% relief on business rates for the retail, hospitality and leisure industry in 2025/26, up to a cap of £110,000 per business.
Marc Maxfield: Changing financial services regulation – the case …
2024年12月19日 · A review of the FCA and FOS approach to redress provides an opportunity to reflect and examine where effectiveness around financial regulation might be improved. Yet …