Debbie Mitchell appointed as next CII president
Debbie Mitchell has been appointed president of the Chartered Insurance Institute (CII) for 2027, supported by Mandy Hunt as deputy president. These appointments were formally confirmed this afternoon...
View ArticleRaymond James hires Quilter Cheviot marketing chief
Raymond James has appointed Spiros Kurtidis as head of marketing for its unified UK business. Kurtidis will join the firm on 19 October, reporting to chief commercial officer Anna Pollins. He will...
View ArticleWealth management M&A deals triple in six years as PE dominates
Wealth management M&A transactions have tripled in volume over just six years, with private equity-backed buyers now accounting for nearly three-quarters of deals. The findings were revealed in...
View ArticleTatton Asset Management blames uplift in consolidation activity for net...
Tatton Asset Management average net inflows fell by 29% to £167m per month (FY26: £234m per month) for the six months ended 30 September 2026 (H1 FY27). The firm acknowledged this was lower than its...
View ArticleThe Morning Briefing: Tatton Asset Management blames uplift in consolidation...
Good morning and welcome to your Morning Briefing for Wednesday 14 October 2026. To get this in your inbox every morning click here. Tatton Asset Management blames uplift in consolidation activity for...
View ArticleStuart Breyer: HSBC is not a template
HSBC is reported to be cutting up to 70% of the financial advisers in its UK wealth business, alongside around half of the management and specialist roles, as it moves affluent customers towards more...
View ArticleFCA review into Andriesz case could be widened, MPs told
The FCA's review into its handling of whistleblower Simon Andriesz could expand into a wider investigation, after chief executive Nikhil Rathi told MPs the probe's lead investigator would be free to...
View ArticleQuilter bolsters bereavement team ahead of pension IHT changes
Quilter has increased the size of its bereavement team by 50% as it prepares for a more complex process for handling pension death claims when unused DC funds become subject to inheritance tax next...
View ArticleSimon Fitzpatrick: Labour has found new hope. But can it last?
My first column of 2026 was headlined ‘It’s a grim year ahead for Labour’, and for the first half of the year that proved correct, with Keir Starmer’s leadership unravelling amid a succession of bad...
View ArticleAI boom risks ‘huge capital destruction’, warns Rathbones’ Coombs
There could be "huge capital destruction" over the next five years as money pours into artificial intelligence (AI), according to Rathbones' head of multi-asset investments. Speaking at the TFAS...
View ArticleIFA Kerry Nelson pleads guilty to £2m fraud
IFA Kerry Nelson has pleaded guilty to defrauding clients of £2m and using false documents as part of the fraud. Nelson, director of Nexus IFA and Nexus IM, admitted all charges brought by the FCA at...
View ArticleQuilter partners with ZeroKey to cut adviser admin burden
Quilter has partnered with technology provider ZeroKey to reduce administration for financial advisers by removing the need to manually enter the same client information across multiple systems. The...
View ArticleJoe Norburn: Outsourcing the work doesn’t outsource accountability
Some wealth managers increasingly rely on external specialists for compliance support, customer operations and project work. Those providers may carry out the work, but the wealth manager remains...
View ArticleTransact attracts £4.2bn of net inflows despite Budget uncertainty
Transact attracted £4.2bn of net inflows in the year to 30 September despite Budget-related uncertainty, helping funds under direction on the adviser platform rise 17% to £86.5bn. IntegraFin, owner of...
View ArticleThe Morning Briefing: Isa millionaires near 8,000; Openwork hires Octopus...
Good morning and welcome to your Morning Briefing for Tuesday 13 October 2026. To get this in your inbox every morning click here. Isa millionaires jump 52% to almost 8,000 The number of Isa...
View ArticleIsa millionaires jump 52% to almost 8,000
The number of Isa millionaires rose by more than half in 2023/24, with almost 8,000 individuals now holding more than £1m in the tax-efficient savings wrapper. Data obtained by Murphy Wealth through a...
View ArticleSteven Levin: AI is changing financial advice but not its value
The arrival of generative AI has fundamentally changed our relationship with information. Consumers are increasingly comfortable using AI tools to answer questions that once required an expert. People...
View ArticleOctopus Money COO to join Openwork Partnership
Octopus Money’s Paul Titterton will join The Openwork Partnership as its new chief operating officer (COO) in early November, Money Marketing can confirm. At Octopus Money, part of Octopus Group,...
View ArticleBen Gilbert: Too much debt, or too little spread?
For much of the past decade, the largest technology companies have had a ‘nice’ problem: they generated more cash than they knew what to do with. Nearly four years after the launch of ChatGPT,...
View Articleintelliflo plans to invest in Mabel proposition following acquisition
intelliflo has completed its acquisition of Mabel Insights, offering advisers free access to its research, portfolio analysis and financial planning tools. Mabel is already integrated with intelliflo...
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