Nedgroup warns against replacing graduates with AI
Wealth firms risk creating a future skills gap if they use artificial intelligence to replace graduate recruitment rather than enhance productivity. The warning comes from Nedgroup managing director of...
View ArticleFinancial advice veteran Don Wild dies after 45-year career
Don Wild, the former Standard Life executive who helped establish its 1825 financial advice business, has died unexpectedly aged 69. Wild, who spent more than 45 years in financial services, was a...
View ArticleFidelity: Government bonds look attractive, but we’re not buying yet
With government bond yields climbing, investors have increasingly been asking the same question: is now the right time to buy? It is an understandable question. Government bond yields have risen...
View ArticleFNZ directors to face New Zealand court over shareholder claims
FNZ directors will face claims in open court after a New Zealand judge rejected an attempt to send key allegations in a $4.6bn shareholder dispute to private arbitration. The case has been brought by...
View ArticleVicky Pearce: The difference between using AI and governing it
It starts as a time-saver. A client meeting finishes and, before the kettle has boiled for the post-meeting brew, a tidy summary is waiting in the inbox. A quick read, a couple of tweaks and it is on...
View ArticleChancellor rules out CGT rise ahead of Budget
John Healey has reportedly ruled out increasing capital gains tax (CGT) ahead of his first Budget as chancellor next week amid concerns that higher rates could damage economic growth and drive wealthy...
View ArticleThe Morning Briefing: UK unemployment falls; Defaqto expands Matrix 360
Good morning and welcome to your Morning Briefing for Tuesday 20 October 2026. To get this in your inbox every morning click here. UK unemployment falls as vacancies sink below 700,000 The UK's...
View ArticleUK unemployment falls as vacancies sink below 700,000
The UK's unemployment rate unexpectedly fell in the three months to August, offering some encouragement for the chancellor ahead of next week's Budget. However, a sharp decline in vacancies suggests...
View ArticleDefaqto expands Matrix 360 into wealth and protection market
Defaqto has expanded its Matrix 360 market intelligence platform into the wealth and protection sector, giving providers a new tool to benchmark propositions, monitor competitors and track market...
View ArticleRichard Denning: One million new retirees, but the advice gap grows
More than one million workers are now accessing their pensions for the first time each year. For the advice sector, that should be good news. These are people who have increasingly saved into defined...
View ArticlePIMFA: Reform must protect consumers and enable innovation
Financial services are a key engine of UK growth, contributing £223.6bn to the economy last year. If the sector is to deliver on its potential, it must have a rulebook that is proportionate, supportive...
View ArticleQuilter warns against ‘one-size-fits-all’ retirement propositions
Quilter Cheviot has warned advisers against adopting standardised retirement propositions, arguing that clients need tailored decumulation strategies rather than packaged solutions. Speaking at a press...
View ArticleAt the Helm: Improving your firm’s visibility in AI searches
The first thing many people do when they need a product or a service such as financial advice is to search for it online. Even if the owners of advice firms are not experts in ‘search engine...
View ArticleFCA calls for disclaimers on AI-generated financial advice
The Financial Conduct Authority (FCA) has called on AI platforms including ChatGPT, Gemini and Claude to introduce clearer disclaimers about financial advice generated by their models. The regulator...
View ArticleThe Morning Briefing: Beagle Street launches enhanced critical-illness cover...
Good morning and welcome to your Morning Briefing for Monday 19 October 2026. To get this in your inbox every morning click here. Beagle Street launches enhanced critical-illness cover for advisers...
View ArticleQuilter Cheviot marks 25 years of MPS with two new offerings
Quilter Cheviot is launching a short-term liquidity portfolio and expanding its index-tracking managed portfolio service (MPS) range to mark 25 years since entering the market. The Liquidity MPS,...
View ArticleBeagle Street launches enhanced critical-illness cover for advisers
Beagle Street has launched Critical Illness Plus, expanding its intermediary protection range just four months after entering the adviser market. The OneFamily Group-owned provider said the new product...
View ArticleAlicja Kowalewska-Montfort: From green claims to green revenues
For much of the past decade, sustainable investing has been driven by commitments. Net zero targets, transition plans and ESG frameworks have all played an important role in directing capital towards...
View ArticleWeekend Essay: Some thoughts on ‘mental load’
One of the joys, or potential drawbacks, of being in your late 40s is that you are neither across, nor expected to be across, all the latest fads, fashions and terminology. This can be both a blessing...
View ArticleThe Week in Brief – 12 Oct to 16 Oct
Money Marketing’s must-reads: Top 10 stories of the week High-profile courtroom admissions and major adviser technology acquisitions dominate discussions across the financial advice sector this week....
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