View more on these topics

All the snaps from the Money Marketing Awards 2019!

Catch up on all the photos from a spectacular night at the HAC celebrating the best and brightest in the financial planning profession

Recommended

Advisers flag doubt over DB market performance

Three quarters of advisers feel the defined benefit transfer market is struggling to match supply with demand and work effectively, research shows. Figures from Aegon found two thirds of surveyed advisers who currently provide DB advice say there are not enough specialists to meet customer demand. These figures follow the FCA’s reveal of a recent […]

Ian McKenna

Ian McKenna: A fresh approach when mining for goals

New research into the behavioural aspects of saving will help clients identify and articulate goals more clearly Few things are more important to a financial planner than understanding a client’s objectives, and this is an area Morningstar has been doing a lot of valuable work in lately. At recent events in London and Chicago, its […]

1

Nick Bamford: Taking pleasure in stepping back from advice

A colleague and I had just finished presenting the outcome of a financial planning exercise to a lovely couple spending a good deal of time and money exploring the world post-redundancy/retirement. We had spent the best part of an hour looking at their net worth position, their income and expenditure, and how the relationship between […]

Jail banker

SFO arrests fifth man over London Capital & Finance collapse

The boss of the online marketing company that made millions from advertising unregulated investment products of collapsed London Capital and Finance has been arrested by the Serious Fraud Office. The SFO arrested and questioned the founder of Brighton-based digital marketing company Surge Financial Paul Careless on Wednesday. Careless was then released on bail and has […]

The future of active management is now

Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation about active management’s shrinking future. But a closer look inside intelligent portfolio construction today tells a story of expanding roles, added value, and innovative risk-adjusted, lower-cost solutions. Four investment experts […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com