Retirement

I had a mysterious text from the NHS recently, confirming my appointment at the local hospital’s trauma department. Mysterious since...

Parmenion has reported a strong set of results for 2024, with profits rising and platform flows doubling over the year....

Four fifths of advised clients now recognise the need to prioritise intergenerational planning, a new report has revealed. According to...

Vertical integration in the wealth management space is on the rise as more platforms look to expand by acquiring discretionary...

CIExpert has unveiled its new Insight Zone Dashboard, designed to streamline the way advisers access protection product updates, market insights...

Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the...

Chartered financial planning firm Fidelius has agreed a merger with London-based wealth manager Timothy James & Partners (TJP), creating a...

Money Marketing’s Weekly Must-Reads: Top 10 Stories This week’s top 10 must-reads from the world of financial services include the...

Age has long been the default lens for client segmentation in financial services. It’s familiar, straightforward and usually lines up...

My second cousin lives in a very big house in the country. He inherited from his father, who specified in...