Money Marketing

Make your Money Marketing Awards entry stand out with these insider tips: ✅ Showcase real impact and success 🚀 Highlight innovation and forward-thinking approaches 📊 Demonstrate strong client outcomes with measurable results Ready to make your mark? Enter now 👉 https://ow.ly/86u150VfP8I Deadline: 5pm Friday 21 March #MMAwards25

Exciting news! I’ve been invited to speak at MMI Leeds 2025 on Thursday, 8 May at the Leeds Marriott Hotels. I’ll be joining a fantastic lineup of speakers to explore how financial advisers can navigate today’s challenges and make the most of new innovations shaping the industry. From technology’s evolving role to regulatory updates and business growth strategies, it’s set to be a great day of discussion and insight. This year’s agenda includes: 🔹 Intergenerational wealth planning – Engaging the next generation of clients 🔹 Regulatory updates – Key insights from the Advice Guidance Boundary Review 🔹 Tech & innovation – How smarter tools are improving efficiency 🔹 Business growth – Strategies to scale and strengthen your firm If you’re attending, you’ll gain 5 CPD hours, practical takeaways, and plenty of opportunities to connect with professionals shaping the future of financial advice. 📅 Join me and the Money Marketing team at MMI Leeds 2025! Register Now 👇 https://lnkd.in/eNeiqYKf #MMI2025 #FinancialAdvice #CPD #Networking #MoneyMarketing #WealthPlanning #RegulatoryUpdates #LeedsConference Re:LoA

More sector-specific guidance needed on vulnerability, CDA warns https://lnkd.in/egej39cc

🚀 The platform market still relies on outdated technology, but integration done right could be a game-changer. David Ferguson dives into the inefficiencies of legacy systems, the risks of middleware, and why modern, API-first solutions are the future of financial services. Are firms ready to move from ‘somewhat clunky’ to ‘extremely funky’? Read more: https://lnkd.in/eXMi9X_u #FinTech #FinancialAdvice #APIs #Integration

Artemis appoints Teun Johnston as CEO https://lnkd.in/eZBJkKxQ

FCA U-turns on ‘name and shame’ plan after backlash https://lnkd.in/d64quYBd

New PFS guidance consolidates resources for Consumer Duty compliance https://lnkd.in/exbtYh7K

M&G re-enters annuity market after eight-year absence https://lnkd.in/e-3CmDcv

Just as healthy lifestyle habits lead to longevity, strong financial habits shape long-term prosperity. Brian Byrnes discusses how the UK can become a ‘blue zone’ for savers, with the Lifetime ISA playing a key role in building financial confidence. How can the financial industry support young savers to develop strong habits early? Read more: https://lnkd.in/ebhpac3i #Savings #LifetimeISA #FinancialWellbeing #RetirementPlanning

The Morning Briefing: PE backer considers Kingswood takeover; Record retail annuity sales for L&G #TMB https://lnkd.in/eKkqk_NE