Weekend Essay: Why I’ve learned to love AI (in moderation)
I wasn’t impressed when I first used AI. It must have been a couple of years ago and I just wanted to see what all the fuss was about. I can’t remember what I asked ChatGPT, though I’m sure it was...
View ArticleLiam Coleman appointed FOS chair on permanent basis
The Financial Conduct Authority (FCA) has appointed Liam Coleman as chair of the Financial Ombudsman Service (FOS), with the approval of the Treasury. He will take up the permanent role tomorrow (10...
View ArticleThe Week in Brief – 05 Oct to 09 Oct
Money Marketing’s must-reads: Top 10 stories of the week High-stakes governance fallout and strategic portfolio reshaping lead headlines across the financial landscape this week. Developments include...
View ArticleAdvisers warn of US concentration in multi-asset portfolios
More than half of financial advisers believe multi-asset portfolios have become too concentrated in US equities and large-cap technology stocks, according to research from M&G. The savings and...
View ArticleThe Morning Briefing: The future looks good for SIPPs & SSASs
Good morning and welcome to your Morning Briefing for Friday 9 October 2026. To get this in your inbox every morning click here. John Moret: The future looks good for SIPPs & SSASs One of the joys...
View ArticleJohn Moret: The future looks good for SIPPs & SSASs
One of the joys of my slow glide path into retirement is that I am still able to chair a small organisation called The-Pensions-Net-Work. It’s a meeting place for senior pension professionals and gets...
View ArticleFCA proposes 90-day notice period for illiquid retail funds
The FCA has proposed a minimum 90-day notice period for investors withdrawing money from property and other illiquid retail funds. The move is aimed at reducing suspension risks and supporting...
View ArticleHSBC adviser cuts put AI advice to the test
HSBC’s reported plans to cut up to 70% of its UK adviser workforce have reignited debate over whether artificial intelligence can improve financial advice or simply make it cheaper. According to...
View ArticlePhil Jeynes: Making protection a necessity
Now the dust has now settled on the FCA’s Pure Protection Market Study report, I've had the chance to chat to a host of industry colleagues on both the distribution and insurer sides of the fence....
View ArticleMM Meets: Tessa Lee – ‘I wanted to be a female Indiana Jones’
If you enjoyed this piece, you can read more of our MM Meets articles here The post MM Meets: Tessa Lee – ‘I wanted to be a female Indiana Jones’ appeared first on Money Marketing.
View ArticleThe Morning Briefing: Brooks Macdonald appoints new CFO as Jones steps down;...
Good morning and welcome to your Morning Briefing for Thursday 8 October 2026. To get this in your inbox every morning click here. Brooks Macdonald appoints new CFO as Jones steps down Brooks Macdonald...
View ArticleBrooks Macdonald appoints new CFO as Jones steps down after two years
Brooks Macdonald has appointed Lucy Tilley as its new chief financial officer (CFO). She replaces Katherine Jones, who has stepped down from the board with immediate effect two years after joining the...
View ArticleDr Tom Mathar: Your client is not the person you onboarded
Most advisers I train stopped thinking of themselves as product pushers a long time ago. They see themselves as thinking partners – financial life planners, with the emphasis on life – people who have...
View ArticleWorld Financial Planning Day highlights the real purpose of advice
One of the biggest misconceptions about financial planning is that it’s about money, tax investments or products. That may sound strange coming from someone who spends most of their working life...
View Article‘I’ve seen small firms give the best and worst financial advice’
Some of the “best and worst” financial advice both come from small businesses, Melo's chief executive Victoria Hicks has claimed. Speaking during a panel debate on whether consolidation is killing...
View ArticleBadenoch pledges to scrap inheritance tax on family homes
Conservative leader Kemi Badenoch has pledged to exempt family homes from inheritance tax under the next Conservative government, as she set out a longer-term ambition to abolish the tax altogether....
View ArticleSuccession planning should start from day one, advisers told
Advice firms that fail to plan properly for succession risk causing foreseeable harm to clients, advisers have warned. Speaking at MMI London yesterday (6 October), Purposeful Group chief client...
View ArticlePhil Wickenden: The danger of feeling covered when it come to care
Imagine someone reading about a National Care Service and thinking, “At least that’s being sorted.” An understandable response, with potentially expensive consequences. The government proposes...
View ArticleScottish Friendly buys in-payment books of business from Fidelity
Financial mutual Scottish Friendly has today (7 October) completed its acquisition of pension and annuity in-payment books of business from Fidelity International. The deal adds £2.3bn to Scottish...
View ArticleFundraiser launched for family of whistleblower Simon Andriesz
A fundraising campaign has been launched to support the family of Simon Andriesz following his death in Thailand last month. Andriesz was the British whistleblower who raised concerns about alleged...
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