The Morning Briefing: Adviser philanthropy and ring of steel

12 days ago Money Marketing

Good morning and welcome to your Morning Briefing for Monday 23 January, 2023. Ring of steelThe Financial Conduct Authority has said it will defend the British Steel redress scheme against legal challenges. Equipped, the technology-based analytics solutions provider for alternative asset management firms, has announced the appointment of Edward Green, as CEO. Most recently he was partner and head of asset management at AnaCap Financial Partners (AnaCap). Equipped provides consulting in conjunction with its bespoke software platform, ‘Minerva’ to drive business solutions for the alternative asset management and broader financial services industries.
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The Morning Briefing: Cash conundrum and holistic financial planning

Good morning and welcome to your Morning Briefing for Wednesday 18 January, 2023. Cash questionWhat should investors do with their cash in the world of rising interest rates, volatile markets and and general uncertainty? They speak on how financial planning can modernise and what holistic financial planning means to her. Both will report to Tim Ryan, head of asset and wealth management within Groupe BPCE’s Global Financial Services. Both will continue to serve on the management committee of asset & wealth management.

17 days ago Money Marketing

The Morning Briefing: More BSPS drama

Good morning and welcome to your Morning Briefing for Thursday 5 January, 2023. More BSPS dramaTwo law firms have challenged the basis of the British Steel Pension Scheme (BSPS) redress plan. “I saw the announcement from the CII regarding the immediate appointments prior to Christmas of three new CII directors to the PFS board. “All this appears to be as much an unwelcome surprise for the PFS board as it was for the rest of us. “The CII seems to say it had no option but to take the action it has and clearly did so without consulting the PFS board.

1 month ago Money Marketing

Nick Eatock: Eating, heating or investing?

Inflation rising by above 10% in September, returning to the 40-year high recorded in July, has caused concern across the country. Inflation figures put triple lock in spotlightAgainst this backdrop, it’s natural for people to be concerned about their long-term investments and future finances. But while meeting their immediate essential financial costs will be the priority (if you’re choosing between heating and eating, investing isn’t going to get a look in) it’s important people don’t ignore their long-term needs too. It can help conversations around whether the current income is sustainable, or if future spending plans need to be adjusted. Balancing immediate and future financial demands is becoming increasingly difficult for more and more people and the need for professional advice has never been greater.

3 months ago Money Marketing

The Morning Briefing: British Steel compensation and greenwashing fight

Good morning and welcome to your Morning Briefing for Monday 9 January, 2023. In medicine much emphasis is put on prevention to stop the need for a visit to the hospital. Would history be different if the Financial Conduct Authority had intervened in the British Steel debacle sooner? Greenwashing fightOur first cover story of the year examines the fight against greenwashing. Potential topics include the likely approach to the taxation and regulation of crypto activity, and the government’s views on central bank digital currencies, stablecoins, and non-fungible tokens (NFTs).

26 days ago Money Marketing

Weekend Essay: What Strictly Come Dancing can teach politicians

It’s a worrisome time for your country when Strictly Come Dancing is arguably more democratic than the election of a new Tory prime minister. And not just any Conservative leader but the third Tory prime minister in seven weeks. Strictly Come Dancing would not be so popular if the celebrities behaved like squabbling politicians. That happened the day before Kwarteng gave a keynote address at the Tory party conference the following day. It is true Rishi Sunak is the first prime minister of Indian heritage and the youngest leader in the modern era at 42.

3 months ago Money Marketing

The Morning Briefing: Hubwise’s ascent and Link to offload UK arm

Australian parent company Link Administration Holdings Ltd has said it is looking to sell its UK arm Link Fund Solutions. This came in the context of a potential Financial Conduct Authority fine for the role Link Fund Solutions played in the Woodford Equity Income Fund saga. MoneyTransfers.com has outlined a range of things Liz Truss did not outlast. Quilter Cheviot has launched the climate assets growth fund, which comes in addition to the climate assets balanced fund. As Liz Truss became prime minister on 5 September, markets welcomed her with reserve.

3 months ago Money Marketing

How to Spot and Avoid WhatsApp Scams

WhatsApp scams are constantly evolving, making some of them hard to spot. Read on for our guide to WhatsApp scams and how to avoid them. How to spot Whatsapp scamsWhatsApp scams are increasingly becoming more sophisticated, making them harder to spot if you don't know exactly what to look out for. Types of scams on WhatsAppThe main types of WhatsApp scams include:Family emergency scamsFamily emergency scams, or impersonation scams, happen when someone contacts the victim pretending to be a relative. WhatsApp Scams FAQ Is WhatsApp safe?

3 months ago Money

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