Retirement
Paul Harper: What advisers should expect in the next 12 months
Shutterstock / Sunny studio As 2024 wraps up with adviser productivity falling and salaries rising, it is an interesting time...
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Fifth of advisers use AI transcription services for client meetings
A fifth (20%) of advisers are using AI transcription services to record and summarise client meetings, according to Platforum’s latest...
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The Morning Briefing: Investments in 2024; FCA seeks to ban and fine two advisers
Good morning and welcome to your Morning Briefing for Tuesday 17 December 2024. To get this in your inbox every...
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Advice tech firm completes MBO from Abrdn
Advice tech business Focus Business Solutions has completed its management buyout (MBO) from Abrdn, marking a “significant milestone” in the...
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‘This is a wake-up call’: Letters of 2024
One of the pleasures of working at Money Marketing is reading all the letters, comments and correspondence we receive about...
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Quilter MPS increases US equity allocation due to Trump ‘economic sugar rush’
Quilter’s WealthSelect Managed Portfolio Service (MPS) has used its latest quarterly rebalance to increase its equity allocation to the US...
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Keep Santa away from investment portfolios
Ben Kumar – Illustration by Dan Murrell When does the Christmas period start? Is it when Christmas songs dominate the...
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Weekend Essay: The spiralling cost of Christmas is getting ridiculous
During the Covid pandemic, especially the first lockdown when we all had very little face-to-face social interaction, I got very...
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Podcast: The spiralling cost of Christmas is getting ridiculous
In this Weekend Essay, our chief reporter, Lois Vallely, explores how the pressure to spend big during the festive season...
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Quilter to discontinue Caerus MPS in 2025
Quilter has announced it will discontinue the Caerus Managed Portfolio Service in October next year (2025), Money Marketing can reveal....
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Latest News
Exclusive-SoftBank renews talks for $10 billion loan against OpenAI stake, adds concessions, sources say
Exclusive-SoftBank renews talks for $10 billion loan against OpenAI stake, adds concessions, sources say
‘Magnificent 7′ stocks’ rough June pushes them into the red for the year. What’s behind the decline
The "Magnificent Seven" have dominated the U.S. market for years and sat on a combined valuation of $21.7 trillion as...
How to Tell the Difference Between Heat Exhaustion and Heat Stroke
We may earn a commission from links on this page. As heat waves get more common, it’s important not only...
Democrat Supported by Ripple Co-founder’s PAC Wins in Colorado
Manny Rutinel, a Democratic candidate running to represent Colorado’s 8th congressional district, has won his party’s primary and will head...
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