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Money Marketing Weekly Wrap-Up – 08 Apr to 12 Apr

Explore the latest top stories from Money Marketing! This week's highlights feature topics such as the dominance of the six largest advised platforms in capturing 60% of new business, and HMRC's recommendation to delay taking benefits amid the Lifetime Allowance abolition. Delve deeper into these stories below: Six

Jersey , London , City-of , United-kingdom , Canada , Dan-cooper , Kleinwort-hambros , Andrew-tully , David-attenborough , Jasper-berens , Ed-dymott , Gillian-schweppe

The Morning Briefing: FCA's investment research proposals; IP sales are booming

Good morning and welcome to your Morning Briefing for Thursday 11 April 2024. To get this in your inbox every morning click here. FCA consults on new way to pay for investment research The FCA has laid out plans for a new way to pay for investment research. Analysis by the regulator shows that asset managers are

United-kingdom , Switzerland , London , City-of , Swiss , British , Hargreaves-lansdown , Jon-cleborne , Goldman-sachs , Sarah-coles , Sean-hagerty , Ed-dymott

RDR: The Revenge - Three areas determined FCA should focus on next

If there was anyone who thought the FCA's Consumer Duty drive may lack the teeth to make change, they will have sat up and taken notice of the flurry of activity from Stratford over the last few months.

Dan-murrell , Ed-dymott , Financial-conduct-authority-consumer-duty , Financial-conduct-authority , Consumer-duty ,

Benchmark sets out ambitious growth plans following Unique purchase

Benchmark has laid out ambitious plans to grow its advice offering following its purchase of Unique Financial Planning last year. The firm’s chief executive Ed Dymott told Money Marketing that 2023 had been a “record year” for attracting new businesses – both to acquire and to use its tech offering.

Harrogate , North-yorkshire , United-kingdom , Ed-dymott , Unique-financial-planning , Money-marketing , Oculus-wealth ,

Could 2024 see the launch of AI products for advice?

Could 2024 see the launch of AI products for advice?
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Ed-dymott , Benchmark-capital ,

Benchmark acquires West Sussex IFA adding £111m in client assets

Benchmark has acquired IFA Champain Financial Services, adding £111m in client assets.

Northern-ireland , Craigavon , United-kingdom , Haywards-heath , West-sussex , Ed-dymott , Mike-champain , Schroders-group , Schroders , Benchmark-financial-planning , Kennedy-independent-financial-advice , Innovative-benchmark

Benchmark acquires Champain Financial Services

Benchmark has added £111m in client assets following the acquisition of Champain Financial Services. West Sussex-based IFA firm Champain has been using Benchmark’s technology, including the integrated practice management, platform and client portal, since 2011. This existing partnership, Benchmark said "helps lay a

United-kingdom , Mike-champain , Ed-dymott , Schroders-group , Champain-financial-services , Schroders , Champain-financial , Benchmark-financial-planning , Financial-services ,

Schroders Group financial planner buys IFA firm | International Adviser

Schroders Group financial planner buys IFA firm | International Adviser
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Mike-champain , Ed-dymott , Schroders-group , Champain-financial-services , Schroders , Financial-planner , Benchmark-capital , Sussex-based-champain-financial-services , Benchmark-financial-planning ,

Benchmark hires Gillian Hepburn as commercial director

Benchmark Capital has appointed Gillian Hepburn to the newly created role of commercial director. Hepburn joins the senior executive team from parent company Schroders Group where she is currently head of UK Intermediary Solutions.

Horsham , Norfolk , United-kingdom , David-white , Gillian-hepburn , Ed-dymott , Doug-abbott , Tim-sargisson , United-kingdom-intermediary-solutions , Schroders-group , Client-group , Schroders

Schroders subsidiary appoints Gillian Hepburn as commercial director

Schroders subsidiary appoints Gillian Hepburn as commercial director
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United-kingdom , Doug-abbott , Tim-sargisson , Ed-dymott , David-white , Gillian-hepburn , Schroders , Embark-group ,