Weekend Essay: The Great Wealth Transfer and the great family fallout
When it comes to family, I’ve always considered myself very lucky. That doesn’t mean things are always smooth. As the youngest of three, I can confirm that sibling rivalry has occasionally involved,...
View ArticleThe Week in Brief – 14 Sept to 18 Sept
Money Marketing’s must-reads: Top 10 stories of the week New entrepreneurial ventures and unexpected C-suite shakeups have been hitting the headlines across the UK wealth management sector this week,...
View ArticleThe Morning Briefing: FCA to take AML supervision of 60,000 legal and...
Good morning and welcome to your Morning Briefing for Friday 18 September 2026. To get this in your inbox every morning click here. FCA to take AML supervision of 60,000 legal and accounting firms The...
View ArticleFCA to take AML supervision of 60,000 legal and accounting firms
The FCA will take on anti-money laundering (AML) supervision of 60,000 entities across the legal and accounting sectors from the end of 2028, as it prepares to expand its risk-based approach to...
View ArticlePPI: Understanding pension outcomes through different working lives
The UK is entering a new phase of pensions policy. Two decades after the first Pensions Commission, automatic enrolment (AE) and a simpler state pension are now embedded in the system. The policy...
View ArticlePlatforms target paperless transfers by December
The UK’s leading investment platforms have committed to eliminating paper-based documents and cheques from investment transfers by December, where operationally feasible, under a new industry Transfers...
View ArticleAlan Hughes: What the AFH case means for acquisitive advice firms
The increasing amount of consolidation in the financial adviser sector continually raises interesting issues for lawyers. The recent judgment in the case brought by AFH Independent Financial Services...
View ArticleReaction as Bank of England holds interest rates at 3.75%
The Bank of England has held interest rates at 3.75% today (17 September) despite inflation rising to 3.1% in August. Six members of the Bank's Monetary Policy Committee (MPC) voted in favour of the...
View ArticleMM Meets… Anthony Carty: ‘You can’t have your cake and eat it’
If you enjoyed this piece, you can read more of our MM Meets articles here The post MM Meets… Anthony Carty: ‘You can’t have your cake and eat it’ appeared first on Money Marketing.
View ArticleNearly half of £1m-plus advised clients turn to AI for financial help
Almost half of advised clients with more than £1m in investable assets have used artificial intelligence for financial support, according to research from Boring Money. Its Advised Investor Report 2026...
View ArticleThe Morning Briefing: One in five advisers exclude beneficiaries from annual...
Good morning and welcome to your Morning Briefing for Thursday 17 September 2026. To get this in your inbox every morning click here. One in five advisers exclude beneficiaries from annual reviews More...
View ArticleRetirees rethink wealth transfer plans as policy change reshapes behaviour
UK retirees are increasingly choosing to pass on wealth during their lifetime, with spending on gifts to family and education support now accounting for one in every six pounds retirees spend,...
View ArticleOne in five advisers exclude beneficiaries from annual reviews
More than one in five financial advisers do not involve beneficiaries in annual client reviews, raising concerns over how prepared firms are for the transfer of wealth between generations. Research...
View ArticleDean Proctor: Running the UK like a business? This is what I would do
Recently, a colleague and I were discussing the daunting job new(ish) prime minister Andy Burnham has cut out for him. Needless to say, neither of us envied the situation he had inherited. He arrived...
View ArticleFNZ chair Welch assumes CEO role as Masters exits
Global wealth management platform FNZ has appointed Stephen Welch as executive group chair and interim chief executive officer following the departure of Blythe Masters. Masters, who took over as CEO...
View ArticleRoyal London recruits Standard Life’s Bríd Meaney after c-suite exits
Royal London has hired Bríd Meaney as chief customer officer, succeeding Bernie Hickman who was appointed to the role on an interim basis earlier this year. She will also become a member of the...
View ArticleFCA issues guidance ahead of crypto regime launch
The Financial Conduct Authority (FCA) has published guidance to help cryptoasset firms understand how the law underpinning the UK’s future crypto regime applies to their business. It also sets out...
View ArticleCity of London manager says UK equities offer 5% income potential
Investors in UK equities are being “paid while they wait” for the market’s valuation discount to overseas markets to close, according to Job Curtis, manager of the £3bn City of London Investment Trust....
View ArticleBowmore assets under management pass £500m
Bowmore Asset Management has surpassed £500m in assets under management, while total assets under advice across Bowmore Wealth Group have risen above £750m. The discretionary fund manager, which forms...
View ArticleCash Isa surge drives record £135.7bn of subscriptions
UK savers poured a record £135.7bn into adult Isas during the 2024/25 tax year, with industry commentators warning that cash continues to dominate despite growing interest in investing. The latest HMRC...
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