Money Marketing
Rachael Adams Editorial
Rachael Adams joined Money Marketing as features writer in December 2010. Prior to that she was features researcher and health writer at the Reader's Digest magazine.
-
MM Profile: Andrew Whiteley
17 May 2012
-
Sting in the QE tail
4 May 2012
-
MM Profile: Steve Martin
3 May 2012
Smart Financial Planning managing director and head of the North-west branch of the IFP on why the world is finally coming round to his way of thinking.
-
Two-way street
May Retirement Strategy
-
Obstacle course
26 April 2012
-
The Legal Services Act- opportunity or regulation nightmare?
23 Apr 2012
A change in the law governing the ownership of law firms came into effect this year which could offer IFA firms opportunities to expand their businesses.
-
MM Profile: Gill Perry
11 April 2012
-
MM Profile: George Higginson
05 April 2012
-
MM Profile: Keith Churchouse
22 March 2012
-
MM Profile: Noel Maye
8 March 2012
-
Introducing.... The People's Pension
2 Mar 2012
-
The bigger picture
2 Mar 2012
-
MM Profile: Jackie Ison
1 March 2012
-
Post-holiday blues?
24 Feb 2012
-
MM Profile: Ivan Lyons
23 February 2012
-
Swiss Re launches online health rating tool
16 Feb 2012
Swiss Re is launching an online tool that analyses how healthy consumers are to identify appropriate life insurance products.
-
What would Scottish independence mean for financial services?
16 February 2012
Aside from the economics of independence, the spectre of an independent Scotland raises problems for a large number of financial services companies
-
Do rebrands really work?
10 Feb 2012
-
Durell offers free portfolio analysis tools
9 February 2012
-
MM Profile: Cathi Harrison
9 February 2012
-
MM Profile: Russell Higginbotham
2 Feb 2012
-
Centre stage
February Retirement Strategy
-
MM Profile: Jane Vass
26 January 2012
-
MM Profile: Steve Groves
19 January 2012
-
MM Profile: David Dunn
12 January 2012
-
Will the Government listen over financial education drive?
12 January 2012
Rachael Adams reports that widespread financial illiteracy among young people on even basic issues has brought a report by MPs calling for compulsory financial education in all schools.
-
Rate of change
10 Jan 2012
-
MM Profile: Shirley Hylands and Lucy Matthews
8 Dec 2011
-
What would make you join Aifa?
2 Dec 2011
Money Marketing asks four non- Aifa advisers what would make them join the trade body?
-
Innovation for the nation
December Retirement Strategy
-
MM Profile: Simon Ellis
1 December 2011
-
OBR says 1 in 3 chance of UK recession
29 Nov 2011
OBR chairman Robert Chote answers questions at today’s press conference.
-
Wake-up call
25 Nov 2011
-
MM Profile: Martin Shaw
24 November 2011
-
MM Profile: Deen Sanders
17 November 2011
-
Will PPI alternatives see history repeated?
17 November 2011
-
MM Profile: Herschel Mayers
8 Nov 2011
-
Could compulsion cover protection gap?
1 Nov 2011
Protection experts agree drastic measures are needed to raise the sector’s profile but is mandatory cover a step too far?
-
Critical theory
25 Oct 2011
-
Ken Davy condemns "ridiculous" annual professional statement
21 Oct 2011
SimplyBiz chairman Ken Davy says the RDR requirement for advisers to obtain a statement of professional standing every year is “ridiculous”.
-
Ethical investing takes root
20 October 2011
-
MM Profile: Ken Davy
20 October 2011
-
A new age for mortgages
14 Oct 2011
-
Greece the start of the slippery slope
13 October 2011
-
MM Profile: Graham Coxell
13 October 2011
The new CEO of investment management and stockbroking firm Rowan Dartington is looking to bring the discretionary management business Signature closer to the Rowan brand.
-
MM Profile: Tom Rampulla
6 October 2011
-
Business Profile: Canada Life
October Retirement Strategy
The company has expanded quickly with aquisitions and extending its armoury of products with a range of annuities.
-
Graduates' debt dilemma
October Retirement Strategy
Auto-enrolment and an increase in tuition fees means graduates must decide whether to stay enrolled or pay off their tuition debts.
-
MM Profile: Tom Ilube
29 September 2011
-
Battle tax
22 September 2011
-
First peek at Aviva's income protection TV campaign
15 Sep 2011
Aviva has delayed its critical-illness campaign in favour of an income protection advert, which will launch on Sunday.
-
On your marks, get offset
15 September 2011
-
Friends links with Nest to aid employers
8 Sep 2011
-
MM Profile: Lou Macari
8 Sep 2011
-
RDR: the winners and losers
8 September 2011
-
Andy Briggs interview: The best of friends
September Retirement Strategy
Friends Life chief executive talks to Rachael Adams about the reasons behind the company’s decision to split its open and closed business.
-
The big political pension issues
September Retirement Strategy
Ahead of this year’s political conference season Rachael Adams look at the likely debating points.
-
Bank advice caught between ICB and RDR
22 Aug 2011
-
Aviva plans critical-illness TV campaign
18 Aug 2011
Aviva is launching a critical-illness TV campaign following its successful life insurance adverts.
-
David Barral
18 August 2011
The chief executive of Aviva UK is determined to prove to doubting IFAs that the company is their friend rather than their enemy.
-
John Ritchie
11 August 2011
-
The lure of alternatives
9 Aug 2011
Rachael Adams analyses the perils and attractions of unregulated collective investment schemes as the regulator continues its crackdown.
-
Roger Edwards
4 August 2011
Bright Grey’s propositions director Roger Edwards feels the so-called ’gentle death’ of the protection sector is exaggerated.
-
Lesley collins
28 July 2011
-
What will the client of tomorrow look like?
25 Jul 2011
PFS president Eddie Grant talks to Rachael Adams about the launch of the Tomorrow’s Client conference.
-
Rathbones offers fixed-income plan
22 Jul 2011
Rathbones will launch a fixed income product by the end of the year.
-
£10K savings allowance for LTC put forward by Axa Wealth
14 July 2011
-
David Cooper
7 July 2011
-
VAT of worms
7 July 2011
-
The rising costs of running an IFA
4 Jul 2011
Rachael Adams reports on the angry reaction from IFAs besieged by continually rising regulatory costs.
-
Self interest
1 Jul 2011
-
Brave new world
July Retirement Strategy
-
Smooth operator
July Retirement Strategy
-
Richard Denning
30 June 2011
-
The next Bric in the emerging wall
27 Jun 2011
Rachael Adams spells out the facts behind the acronyms as fund managers look for the frontier markets that could be the next Bric.
-
Michael holland
23 Jun 2011
-
Financial Express rebrands
23 Jun 2011
Financial Express is rebranding as FE in an attempt to unify its different products and prepare for overseas growth.
-
FSA can't finish FSCS review until Euro rules are settled
23 June 2011
-
Adele Gritten
16 Jun 2011
-
Omission impossible
16 June 2011
Rachael Adams reports on industry reaction to new legislation which outlaws insurers refusing a claim due to accidental non-disclosure by customers.
-
FSA insists it will not speed up FSCS review
15 Jun 2011
The FSA has reiterated its stance on reviewing the FSCS, saying that it cannot speed up the process until regulation in Europe is finalised.
-
Graham cross
13 Jun 2011
-
Gender on the agenda
9 June 2011
-
Mark hodges
6 Jun 2011
-
Axa's Kilimanjaro Challenge kicks off
3 Jun 2011
Rachael Adams speaks to some of Axa’s Wealth charity fund team ahead of their attempt to scale Kilimanjaro.
-
What is the global impact of RDR?
1 Jun 2011
Rachael Adams reports on how advisers outside the UK are also facing regulatory upheaval because of the RDR?
-
Craig donaldson
26 May 2011
-
Ian Sayers
19 May 2011
The director general of the AIC believes raising industry awareness of the long-term value of investment trusts is key to driving up IFA recommendations.
-
Paraplanner power
19 May 2011
-
Relief road to IHT avoidance
19 May 2011
-
Will many advisers move offshore to escape UK regulation?
11 May 2011
Rachael Adams looks at the hurdles in place for advisers wanting to relocate overseas.
-
Paul Hogarth
5 May 2011
The founder of Paradigm feels IFAs are not getting the credit they deserve and plans to streamline the way business is written to create more value for advisers.
-
Down by law
21 April 2011
-
Ian Cooke
21 April 2011
-
Avelo to launch new wealth management tool
14 Apr 2011
Avelo is to offer a financial planning tool with cashflow planning and risk-profiling functions as part of its Adviser Office suite.
-
Chris Noblet
14 April 2011
Avelo’s managing director was responsible for rebranding the technology provider and although this was met with mixed reactions from the industry he is adamant the company is already delivering better solutions.
-
Selling point
14 April 2011
-
Innovate to accumulate
11 Apr 2011
-
Richard Rowney
7 Apr 2011
-
£2K charge to quit PosSol
7 April 2011
-
A charity case
7 April 2011
-
Money smart
7 April 2011
-
Should you outsource your investment management?
5 Apr 2011
The RDR is likely to see more IFAs opting to outsource their investment processes. Rachael Adams considers the pros and cons.
-
PosSol to charge departing IFAs
1 Apr 2011
At least 18 members of Positive Solutions resign after the firm hikes its member charges by up to 5 per cent.
-
Colin Lawson
31 March 2011
Equilibrium’s managing partner is convinced the future of the intermediary industry lies with technology and the company’s modern approach to advice is already paying off.
-
Joe Cohen
24 March 2011
-
Protection experts hammer gender ruling
22 Mar 2011
Rachael Adams reports on reaction to the European Court ruling banning the use of gender in pricing insurance
-
Stephen Hagues
17 March 2011
-
The early burly
10 Mar 2011
-
Release valves
March Retirement Strategy
-
Green house is growing
3 March 2011
-
Eviction notice
25 Feb 2011
House repossession rates have remained low throughout the economic crisis but, with interest rates set to rise, there are signs all that could be about to change. Rachael Adams reports
-
Michael Cox
24 February 2011
-
Protection faces knock-on effects of RDR
22 Feb 2011
Legal & General RDR and commercial director Danny Wynn says the retail distribution review will have a big impact on charging structures in the protection industry.
-
Rethink your client priorities
17 February 2011
-
Alyson Brown
17 February 2011
-
Tech 2.0 has a solid business basis
17 February 2011
-
Thorman finds flaws in FSA's 'vague' analysis
17 February 2011
-
Pru distribution director says restricted advice not a second-class service
10 Feb 2011
Prudential distribution strategy director Russell Warwick believes advisers will embrace restricted advice models after the RDR.
-
Mr motivator
10 February 2011
-
Georgina partridge
3 February 2011
Plutus Wealth Management was only set up two years ago and one of the firm’s founders says the company is aiming to be the new face of IFAs with an emphasis on younger age groups and using social media to communicate with clients.
-
A house divided
28 Jan 2011
Rachael Adams reports on a rift among the Conservatives over housing market policy
-
Damian Keeling
20 January 2011
Perspective Financial Group quickly established itself in the IFA consolidation market and now the firm’s ambitious managing director has plans to build the company further this year
-
The increasing influence of European regulation on the UK market
19 Jan 2011
Rachael Adams reports on the increasing effect of continental regulation on the UK, with even the FSA coming under European surveillance.
-
MDRT president to host third annual UK event
18 Jan 2011
The third annual UK Million Dollar Round Table Day will welcome MDRT President 2010/2011 Julian Good as a speaker.
-
Bruce Wilson
7 Jan 2011
Helm Godfrey founder explains why he is stepping down as managing director to focus more on life planning venture Project Eve.
-
Regulation: What will the next 12 months have in store
5 Jan 2011
Rachael Adams looks at wide-ranging regulation changes in store for this year.
-
Perspective acquires Equilibrium Wealth Management
24 Dec 2010
Perspective Financial Group acquires seventh firm of the year.
-
Wilson on Eve of a change
16 December 2010
-
Bruce Wilson to step down as Helm Godfrey managing director
15 Dec 2010
Wilson to step down next month to focus on financial planning service Project Eve.
-
Year of fear for FSA but levy breaks on advisers
15 Dec 2010
Rachael Adams reports that 2010 saw the regulator finally putting the frighteners on with big fines even as its abolition was announced and IFAs fought against a massive FSCS levy.
