Retirement
The Morning Briefing: Wealth industry slams ‘reckless’ 20% ‘exit tax’ proposal; Just 2% of advisers confident in government’s economic plan
Good morning and welcome to your Morning Briefing for Monday 10 November 2025. To get this in your inbox every...
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ESG Accord: What’s COP got to do with financial advice?
In our latest Accord Talks podcast, we discuss the COP30 climate conference in Belém, Brazil, starting today (10 November). It...
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Platforum: Organic growth in an AI world
Organic growth is becoming a top strategic priority for UK financial advice firms. Demonstrating client and revenue growth has become...
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Brooks Macdonald appoints Andy Robinson as chief people officer
Brooks Macdonald has appointed Andy Robinson as chief people officer. Robinson joins from Alantra, where he was global head of...
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The Week in Brief – 03 Nov to 07 Nov
Money Marketing’s Weekly Must-Reads: Top 10 Stories This week, all eyes were on the Treasury as the upcoming Budget dominated...
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FE fundinfo acquires IFA tech provider Contengo
FE fundinfo has acquired Contengo, a UK-based technology provider delivering advanced performance reporting, wealth analytics and data migration solutions to...
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Quilter finds tax uncertainty is taking a toll on majority of savers
Nearly eight in ten (78%) people said uncertainty around future tax changes is taking a toll on their financial planning...
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Weekend Essay: Looking out for male clients during Movember
Last month, I took my two older kids to London’s Bloomsbury Theatre to see New Dawn Fades, a play about...
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Rosemount adds 16 new advisers
Rosemount Financial Solutions, the mortgage, protection and financial planning network, has added 16 new advisers to its ranks in Q3....
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The Morning Briefing: Organic growth in an AI world
Good morning and welcome to your Morning Briefing for Friday 7 November 2025. To get this in your inbox every...
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Are Delta Vacations Worth It? My Honest Review
Latest News
Trump administration drops plan to fold ATF into DEA after backlash, CNN reports
Trump administration drops plan to fold ATF into DEA after backlash, CNN reports
I started working as a dishwasher at age 13. Social Security refuses to acknowledge this. Am I being cheated?
“I am 69, and started collecting Social Security when I was 66½.”
Alpaca, LMAX Raise $150M Each
The week of January 11-17, 2026, recorded $513.4 million in crypto funding across 15 projects, with Alpaca and LMAX Group...
Galaxy CEO predicts imminent crypto bill passage with compromise on stablecoins
Key Takeaways Galaxy CEO Mike Novogratz predicts a crypto bill will pass in weeks, thanks to bipartisan interest despite disagreements...
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