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moneymarketing.co.uk > news > burnham-appoints-john-healey-as-new-chancellor

Burnham appoints John Healey as new chancellor

1+ hour, 16+ min ago   (678+ words) Prime minister Andy Burnham has appointed former defence secretary John Healey as the UK’s new Chancellor of the Exchequer. The appointment of Healey, who has replaced Rachel Reeves in Number 11, was seen by many as a surprise and ends weeks…...

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moneymarketing.co.uk > opinion > rich-mayor-what-advisers-want-from-platforms-this-year-and-beyond

Rich Mayor: What advisers want from platforms this year and beyond

1+ hour, 45+ min ago   (1062+ words) For just about every piece of research we put together, we’re in the privileged position of being able to speak with platforms, technology providers, advisers and our in-house regulatory experts. We then combine those conversations with the wealth of data…...

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moneymarketing.co.uk > opinion > robin-powell-the-v11-affair-exposes-a-hole-in-redress

Robin Powell: The V11 affair exposes a hole in redress

4+ hour, 49+ min ago   (773+ words) For today’s advisers, the V11 affair looks like ancient history: footballers, film schemes, commission, pre-RDR. Clients of Kingsbridge Asset Management, including up to 200 footballers, put a reported £417m into film and overseas property schemes that later collapsed. The City of London Police…...

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moneymarketing.co.uk > news > iht-receipts-hit-record-high-of-2-3bn

IHT receipts hit record high of £2.3bn

7+ hour, 4+ min ago   (648+ words) Inheritance tax (IHT) receipts from April to June hit a record high of £2.3bn, according to the latest figures from HMRC. This is £96m higher than the Treasury collected in the same period last year. Income tax, capital gains tax (CGT) and…...

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moneymarketing.co.uk > opinion > dr-tom-mathar-financial-planners-stop-defaulting-to-the-plan

Dr Tom Mathar: Financial planners, stop defaulting to the plan

7+ hour, 43+ min ago   (1027+ words) When something goes wrong on The Apprentice, Lord Sugar asks the same question every time. It isn’t: what did you learn? It’s not either: what would you do differently? The question is always: what was your plan? The implication is,…...

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moneymarketing.co.uk > news > the-morning-briefing-burnham-appoints-healey-as-chancellor-iht-receipts-hit-2-3bn

The Morning Briefing: Burnham appoints Healey as chancellor; IHT receipts hit £2.3bn

7+ hour, 22+ min ago   (704+ words) Burnham appoints Healey as chancellor Prime minister Andy Burnham has appointed former defence secretary John Healey as the UK’s new Chancellor of the Exchequer. The appointment of Healey, who has replaced Rachel Reeves in Number 11, was seen by many as…...

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moneymarketing.co.uk > news > aberdeen-adviser-streamlines-platform-onboarding

Aberdeen Adviser streamlines platform onboarding

8+ hour, 34+ min ago   (508+ words) Aberdeen Adviser has introduced a new integration designed to reduce rekeying and improve the transfer of client information between adviser systems and its Wrap platform. The development uses Criterion’s Platform Account Opening Standard alongside integration technology from ZeroKey to create…...

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moneymarketing.co.uk > news > burnham-takes-power-with-pledge-to-restore-stability

Burnham takes power with pledge to restore stability

1+ day, 2+ hour ago   (612+ words) Andy Burnham has become the UK’s 59th prime minister, promising a “circuit breaker for Britain” as he confronts weak growth, strained public finances and widespread concern about household finances. Burnham took office today [20 July] after Sir Keir Starmer resigned following Labour’s…...

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moneymarketing.co.uk > opinion > james-klempster-the-active-approach-to-passives

James Klempster: The active approach to passives

1+ day, 1+ hour ago   (808+ words) The IPO of SpaceX in June was the largest ever. The minority of shares that were offered publicly raised $75bn, implying a total valuation of the company of $1.77trn. Whatever the merits of the business, which has been greatly debated, it has…...

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moneymarketing.co.uk > features > at-the-helm-reflections-from-a-retired-adviser

At the Helm: Reflections from a retired adviser

1+ day, 5+ hour ago   (1010+ words) When an adviser starts their own business, they will get hit with bills ‘left, right and centre’, warns Harry Katz. The industry veteran has plenty more advice for would-be owners, but says they don’t have to take it A retired…...