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The Morning Briefing: Aeon Investments appoints Bosworth Monck; Tabula announces transparently sourced gold

Good morning and welcome to your Morning Briefing for Monday 22 April 2024. To get this in your inbox every morning click here. Aeon Investments appoints Bosworth Monck to advisory board Aeon Investments, the London-based credit-focused investment manager, has appointed Bosworth Monck to its advisory board. Monck has

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Podcast: Keeping an open mind on equity release

In this Weekend Essay episode, Amanda Newman Smith reconsiders equity release, drawing parallels to her experience restoring antique furniture. She explores the evolving market, debunking misconceptions and highlighting its potential benefits for those facing financial challenges in later life. Tune in

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The Morning Briefing: AI and compliance; Wealthify launches savings account

Good morning and welcome to your Morning Briefing for Tuesday 13 February 2024. To get this in your inbox every morning click here. AI and compliance With the world and its wife talking about artificial intelligence (AI), advisers would have to be working in a bunker to be unaware of its potential impact on the

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The Morning Briefing: Evelyn Partners makes new appointment; planning for retirement in a long-term relationship

Good morning and welcome to your Morning Briefing for Monday 12 February 2024. To get this in your inbox every morning click here. Evelyn Partners boosts East Anglia team with new appointment Evelyn Partners has appointed Daniel Lewis as an investment director in its Chelmsford office. The wealth-management and

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The Morning Briefing: New NED for Openwork; debunking planning myths

Good morning and welcome to your Morning Briefing for Friday 9 February 2024. To get this in your inbox every morning click here. New NED for Openwork Financial-advice network The Openwork Partnership has appointed Sara Bennison as independent non-executive director to the board of Openwork Holdings Limited. She

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Editor's view: Better than a seaside clairvoyant

Certain trends run through our coverage like the centre of a stick of rock

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Podcast: Blitzing the myths about financial planning

In this Weekend Essay, Amanda Newman Smith reflects on her daughter's poignant artwork, prompting thoughts on the myths surrounding the creative process, whether it be through art or music. Drawing parallels with financial-planning myths, Amanda explores how misconceptions can shape societal views and the importance

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The Morning Briefing: Evelyn training programme and career social life

Good morning and welcome to your Morning Briefing for Wednesday 3 January 2024. To get this in your inbox every morning click here. Evelyn training programme Evelyn Partners has announced the launch of a financial planning graduate programme. The new scheme will welcome its first cohort in September 2024. It will

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Weekend Essays: Top picks for 2023 | Money Marketing

I love the Money Marketing Weekend Essays. And I feel honoured to have been entrusted with commissioning and scheduling them.

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The Morning Briefing: More control over proxy voting and social care reform delay

Good morning and welcome to your Morning Briefing for Friday 15 December 2023. To get this in your inbox every morning click here. More control over proxy voting Asset owners, led by London CIV Local Government Pension Scheme, have published an open letter “urgently” calling for increased adoption of pass-through

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