Money Marketing

Design Week

The Wells Street Journal: The FCA makes its move, and robo surprises

A weekly account of the curious goings-on in the world of financial services A backlog of FCA issues…The correspondents at WSJ were fairly surprised when the FCA first announced it would move its headquarters from Canary Wharf to Stratford in London’s East End. News on the grapevine is that the regulator’s staff appear to be […]

Five minutes with…Darren Cooke

Ahead of speaking at Money Marketing Interactive Harrogate on September 13, Red Circle Financial Planning director and cold-calling warrior Darren Cooke says it is urgent the industry trains young people to become advisers. On a scale of 1 to 10, how optimistic are you about the advice market for 2018? I’d say 8, activity for advice firms […]

Five minutes with…Roland Rawicz-Szczerbo

Ahead of speaking at Money Marketing Interactive in Harrogate on 13 September, Time4Advice director Roland Rawicz-Szczerbo shares his thoughts on ad valorem charging and why he is optimistic about the advice market On a scale of one to 10, how optimistic are you about the advice market for 2018? 10. Financial advisers provide an essential service to […]

Five minutes with…Anna Sofat

Addidi Wealth managing director Anna Sofat has long been a vocal proponent of greater diversity within the advice sector. Ahead of her appearance on our panel on the subject at the Money Marketing Interactive conference in Harrogate on September 13, she discusses how better regulation can help improve advice and why we all need to talk […]

Five minutes with…Clive Waller

Ahead of his apprearance at the Money Marketing Interactive conference in Harrogate on September 13, CWC Research senior partner and The Investment Network chair Clive Waller weighs in on why advice is not a true profession yet and how to get the public on side. On a scale of 1 to 10, how optimistic are […]

Five minutes with…Lena Patel

Ahead of speaking at Money Marketing Interactive Harrogate next month, ISJ Independent Financial Planning director Lena Patel talks becoming chartered and why she is wary of “advice” given at the pub What has been your proudest achievement at your firm this year? I have completed my exams over the past 12 months to become a Chartered Financial […]