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Money Marketing
2 小时
HMRC suspects wealthy individuals underpaid £325m in IHT in 2024
His Majesty's Revenue and Customs (HMRC) has said it believes £325m in Inheritance tax (IHT) has been underpaid by wealthy ...
Opinion
Money Marketing
2 天
Opinion
Clive Waller: Surveying the retirement planning landscape
To the surprise of many, especially in the financial planning world, George Osborne announced in his 2014 Budget what was to ...
Money Marketing
2 天
FCA secures £6m confiscation order against jailed fraudster
The Financial Conduct Authority has secured a confiscation order of £5,963,376.15, against a Lancashire-based convicted ...
Opinion
Money Marketing
2 天
Opinion
Nick Eatock: Embracing AI in financial advice
When intelliflo recently asked advice firms for their views on artificial intelligence (AI) and how it might impact their ...
Opinion
Money Marketing
4 天
Opinion
FOS three- and six-year rule: For whom the bell tolls?
The Financial Ombudsman Service (FOS) time limits set out in DISP 2.8.2(2)R – the three- and six-year rule – have been ...
Money Marketing
3 天
The Morning Briefing: Platform dinosaurs will go extinct; decline in DA applications
Good morning and welcome to your Morning Briefing for Friday 31 January 2025. To get this in your inbox every morning click ...
Money Marketing
3 天
‘The dinosaurs of the platform industry will go extinct’
There are some dinosaurs in the platform industry that will go extinct if they don’t evolve, Progeny’s former CTO has warned.
Opinion
Money Marketing
3 天
Opinion
From campus to career: Encouraging young talent into financial planning
My boss says that when you have been around as long as he has, you have the privilege to look at time through a very long ...
Money Marketing
3 天
AR, VR and ER have ‘huge potential’ to transform financial advice
Augmented reality (AR), extended reality (ER) and virtual reality (VR) all have the “huge potential” to transform the way ...
Money Marketing
5 天
Threesixty launches new compliance management suite
Threesixty has developed a compliance management suite designed to support advice firms of all sizes. The suite, called ...
Money Marketing
3 天
Hoxton Wealth appoints commercial director for the Americas
International independent financial advisory firm, Hoxton Wealth – Americas has announced the appointment of Taylor Sallery ...
Opinion
Money Marketing
3 天
Opinion
Square Mile: Are we seeing the return of the small caps?
It would be almost impossible for investors not to be aware of the strength of large cap stocks over recent years. By ...
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