LANG CAT & CLIENT MENTIONS
Platform assets drop amid Middle East uncertainty
PMS doing its thing.
Source: FT Adviser
Mike Barrett: Is Savvy the Squirrel targeting the right people?
Mike on the industry’s latest retail investing campaign.
Source: Money Marketing
Behind the headline: CGT surge exposes platform reporting gaps
Both our and FSL’s research mentioned.
Source: Money Marketing
Editor: Platforms risk becoming the new life cos
Jack Gilbert cites our data in his editorial.
Source: Citywire NMA
How could the Iran conflict impact the US market from here?
Copia’s Richard Warne talks about possible repercussions of the war in Iran.
Source: FT Adviser
‘A paralysis of the UK pension system’ – The reality of transfer delays
Origo data cited.
Source: Professional Adviser
ADVISERS
Why firms are kicking off with advice for professional sportspeople
With a number of notable controversies, some wrongs attempting to being righted. Also something in dealing with general education levels.
Source: Professional Adviser
PLATFORMS
Parmenion launches alts fund to solve DFM platform headaches
Wealth managers and platforms crossover episode.
Source: Citywire NMA
PROTECTION
Poor insurer service levels must be addressed to close protection gap
SJP suggests service levels are a hindrance to the protection gap.
Source: FT Adviser
INVESTING & WEALTH MANAGERS
Weekend Essay: Casino thrills vs financial reality
Interesting look at the tension of trying getting people to engage with money management without working in problematic features. I would certainly be wary of a move towards more gamification. It is true gambling is about the dopamine, but that does not just pertain to the winning – the losers get notable dopamine rushes as well, in spite of consistent losses. I think it’s right to think about how the process can be more engaging in a way that affirms good habits. Yet rooting the engagement too much in the emotional side certainly has the ability to cause issues.
Source: Money Marketing; BBC News
SJP’s multi-asset head: ‘I’m less stressed now bond yields are 5%’
It had us all going there for a while I am sure.
Source: Citywire NMA
FCA’s Pritchard urges tighter private markets oversight to boost investor confidence
Given what’s happening over the pond, it may be sensible.
Source: Investment Week.
Gen Z staff continue to drive wealth managers’ return to the office
Not exactly surprising.
Source: Citywire WM
REGULATION & POLICY
HMRC sets out clarifications on pensions and IHT changes
Some important info ahead of the change.
Source: FT Adviser
IHT thresholds would be £270,000 higher if they rose in line with inflation
John Rawls asks, so what? – I want more.
Source: Professional Adviser
Risk of ‘dangerous drift’ if regulation shifts from protection to growth
Reservations abound.
Source: FT Adviser
AI
Sam Sloma: Two opposing opinions can both be true at the same time
Source: Money Marketing
Dynamic Planner strengthens AI leadership team
AI and adviser crossover episode.
Source: Money Marketing
PENSIONS & RETIREMENT
First impressions of pensions dashboard will be key for public trust
“Industry data providers need to be able to cope with the expected volumes of dashboard requests,” Maurice Titley, commercial director for data and dashboards at Lumera, told FT Adviser. “[So] ensuring that the underlying data and technology is fit for purpose from the get-go is absolutely paramount.”
Source: FT Adviser
Why age 28 is the financial crunch year for women
Some interesting stuff here.
Source: The Times
‘Sombre story’ as 12.2mn people at risk of pension poverty
Some worrying stuff from a Scottish Widows report.
Source FT Adviser
OUTSIDE THE TRADE
Fashion magazine creates fake influencers — and followers hate them
Interesting.
Source: The Times
Illicit whisky still uncovered after 200 years
Fascinating.
Source: BBC News
Why a slice of Edinburgh is being bought up by overseas owners
Near the site of the old Simpson’s hospital where this cat was born.
Source: BBC News
Sean McKinven is PR account executive at the lang cat
