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MoneyMarketing 04/06/2020 04:41
Money Marketing caught up with Moneyinfo managing director Tessa Lee on what the impact of Covid-19 has been there. Based on 110 firms including a dozen DFMs, the number of secure messages being sent between adviser firms and their clients has increased a massive 1,437 per cent, according to data by Moneyinfo. Firms are using […]. .
MoneyMarketing 04/06/2020 03:45
Good morning and welcome to your morning briefing for Monday, 6 April, 2020. To get this in your inbox every morning click here. It was quit the weekend for national news. Boris Johnson was admitted to hospital yesterday evening just minutes after the Queen made a historic televised address. Earlier in the day, Kier Starmer […]. .
MoneyMarketing 04/06/2020 03:40
Rathbones has completed its acquisition of Barclays Wealth’s personal injury and court of protection business. The deal sees approximately £450m of funds under management transferred to the investment management arm of Rathbones, as well as 10 team members and a book of 600 clients. The acquisition, which was first announced in November last year, is […]. .
MoneyMarketing 04/03/2020 05:52
Advisers using video conferencing platform Zoom for calls with clients are exploring alternatives as security concerns flood the platform. Red Circle financial planner Darren Cooke wrote on Twitter yesterday: “A client has contacted me this morning to say his firm have now banned all use of Zoom on company computers due to security concerns.” Organisations […]. .
MoneyMarketing 04/03/2020 04:16
Good morning and welcome to your morning briefing for Friday, 3 April, 2020. To get this in your inbox every morning click here. National advice firm AFH has told its advisers to look at switching assets onto its in-house platform if clients are reluctant to invest new money during the downturn. In an email to […]. .
MoneyMarketing 04/03/2020 04:07
In difficult times the way advisers communicate with clients is more important than ever. People need “confidence, reassurance and information”. But the dosage and method of delivery will vary from client to client. In today’s episode of our daily podcast series on how Covid-19 will revolutionise financial advice, The Yardstick Agency director Phil Bray shares his […]. .
MoneyMarketing 04/02/2020 12:25
Graeme Robb, Technical Specialist at Prudential, provides pointers to help with the IHT regime applying to discretionary trusts. The UK tax system is complicated, so no wonder the Office of Tax Simplification (OTS) was established to give independent advice to the government on making things easier for taxpayers. Consider Inheritance Tax (IHT), the OTS has […]. .
MoneyMarketing 04/02/2020 07:50
Cover feature – Tenet: The Inside Story As Tenet weathers the backlash against its IO switch, and some of its advisers head for the exit, where does the network go from here? Editor’s view – Tenet’s annus horribilis will be a bump on the road to something better Pensions – TPR allows suspension of DB transfers […]. .
MoneyMarketing 04/02/2020 04:47
As a magazine reporting on the financial planning profession, it rarely gives us pleasure to criticise those working in the industry. But occasionally, when we receive a slew of emails and phone calls, and are alerted to voluminous forum posts on a subject, we have little alternative but to investigate. Tenet’s switchover from a proprietary […]. .
MoneyMarketing 04/02/2020 04:42
Times of crisis are when financial advisers really prove their worth. Unprecedented market volatility means planners are having to focus not only on investment portfolios, but how to guide clients emotionally through such a touch period. In today’s episode of our daily podcast series on how Covid-19 will revolutionise financial advice, Dynamic Planner’s Chris Jones give […]. .

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