Jan 3, 2025 · We’ve heard a lot about AI in 2024 and it will continue to dominate event agendas in 2025, but I predict any real step change in adviser automation won’t pull through in 2025.

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Jan 2, 2025 · Nevertheless, there was a spot of good news more recently. Calastone data for November shows funds investing in UK equities saw net inflows for the first time since May 2021, with £317m added to ...

Dec 27, 2024 · As 2024 wraps up, the Money Marketing editorial team reflects on the year's biggest stories, key trends and the lessons that will shape the industry in 2025.

Nov 8, 2024 · After the Retail Distribution Review was introduced in 2012, most UK banks stopped offering financial advice to all but their wealthiest clients. This was mainly due to the higher risks and costs ...

Jan 10, 2025 · The other major emerging markets story from the tail of 2024 was the big rally and subsequent reversal of Chinese equities as the government attempts to unleash sufficient stimulus to tackle the ...

Jan 13, 2025 · The Association of Mortgage Intermediaries’ (AMI) recent Protection Viewpoint found that 65% of Gen Z and 70% of Millennials think it’s important to have income protection in place.

Nov 27, 2024 · Almost a tenth (8%) of those aged between 18 and 24 are planning to access financial advice for the first time due to Rachel Reeves’ Autumn Budget.

Sep 3, 2024 · Looking ahead, an overwhelming 98% of respondents expect their client numbers to rise over the next three years. These findings underscore the optimism within the wealth management sector, driven ...