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The Morning Briefing: Almost a quarter using savings and investments to cover daily costs

Good morning and welcome to your Morning Briefing for Wednesday 10 April 2024. To get this in your inbox every morning click here. Almost a quarter using savings and investments to cover daily costs The FCA’s latest Financial Lives Survey data has revealed that almost a quarter (23%) of people have used savings or

Paris , France-general- , France , Jason-smith , Lois-vallely , Patrick-bateman , Benjamin-mitchell , Peter-dalgliesh , Tom-browne , Damon-hopkins , Financial-lives , Tabula-investment-management

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moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

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Mike Barrett: Financial services should set the standards for others to follow

Financial services firms hold a privileged position. Whatever you do you are playing a role in supporting and protecting families, both now and in the future.

United-kingdom , London , City-of , Advice-nation , Money-marketing , Royal-london , Consumer-duty ,

The Morning Briefing: Financial advice is "a vocation and a career"; Investment advisers and "passive smugness"

Good morning and welcome to your Morning Briefing for Tuesday 2 April 2024. To get this in your inbox every morning click here. Financial advice is “a vocation and a career”, says Quilter’s Kim McCraken Financial advice is “a vocation, a career and something you can build on for your entire professional journey”,

United-kingdom , Mexico , London , City-of , British , Mark-dampier , Olle-pettersson , Kim-mccraken , Lauren-wilkinson , Yvonne-braun , Genz-brits , Reuters

Money Marketing : UK latest financial news

Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.

Financial-conduct-authority , Money-marketing , Ifa , Ifas , Advisers , Pensions , Tax , Investments , Regulation , Mortgages , Distribution

Money Marketing : UK latest financial news

Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.

Financial-conduct-authority , Money-marketing , Ifa , Ifas , Advisers , Pensions , Tax , Investments , Regulation , Mortgages , Distribution

Wealth manager GSB opens Ireland office to break into Europe

Financial services brand GSB has received approval for a licence from the Central Bank of Ireland (CBI) to open an office in Ireland, with the ability to service clients across Europe.

Ireland , United-kingdom , Dubai , Dubayy , United-arab-emirates , Dublin , Australia , Ross-whatnall , Michael-cunningham , Central-bank , Clarity-partnership , European-union

GBST revamps practice management system to 'enhance adviser efficiencies'

GBST has upgraded its Salesforce-based WealthConnect practice management system to “enhance adviser efficiencies and client outcome”. WealthConnect provides complete client lifecycle management, including initial prospecting and onboarding.

United-kingdom , David-simpson , Global-business-solutions-technology , Salesforce-based-wealthconnect , Guidance-boundary-review , Pierce-wittke , Money-marketing , Global-business-solutions ,

Vulnerability is about 'more than just finance'

The challenge of serving clients in vulnerable circumstances is about more than just financial vulnerability, Davies Consulting director Philip Michell has insisted.

Philip-michell , Financial-conduct-authority-consumer-duty , Davies-consulting , Money-marketing , Financial-conduct-authority , Consumer-duty ,