As tax hikes loom in the upcoming Budget, AIM is more than just an IHT play. Discover why small-cap stocks deserve attention, with insights from Amisha Chohan, Head of Small-Cap Strategy at Quilter Cheviot. #Investment #AIM #IHT #Budget2024 moneymarketing.co.uk/opinion/aim-is…

📢 #MMInteractive24 Leeds: Plenary Presentation: Getting Estate Planning Right in 2024 📅 24 October Join Paul Rose to learn essential insights, from the size of the estate planning opportunity to how state planning can boost your business! 👉 ow.ly/PAje50T7Iig

📰 Why do black & ethnic minorities feel excluded from financial advice? Cultural issues, representation gaps, and more explained. Let's bridge the gap! #FinancialInclusion #DEI #WealthEquality moneymarketing.co.uk/features/why-d…

Advisers see AI as the best investment opportunity for the next 24 months moneymarketing.co.uk/news/advisers-…

The Morning Briefing: Advisers see AI as the best investment opportunity; black and ethnic minorities feel excluded from advice #TMB moneymarketing.co.uk/news/the-morni…

💡 Get your clients' finances in order ahead of the upcoming Budget! From inheritance tax to pensions, here’s what you need to know to stay ahead of potential changes. #TaxPlanning #Budget2024 #FinancialAdvice moneymarketing.co.uk/analysis/getti…

7IM enhances platform with ZeroKey integration moneymarketing.co.uk/news/7im-enhan…

Trade body launches to represent £1trn investment platform industry moneymarketing.co.uk/news/trade-bod…

Premier Miton hires ex-Quilter director as COO moneymarketing.co.uk/news/premier-m…

Cyber security must be a top priority for advice firms in a digital world 🌐. Learn how to safeguard your business against cyber attacks and protect your clients' data. #CyberSecurity #FinancialAdvice #DataProtection moneymarketing.co.uk/analysis/how-t…

Magnet Capital reappoints Lesslie as BDM mortgagestrategy.co.uk/news/magnet-ca…

Explore how technology is revolutionising financial planning with our incredible panel of speakers. Learn about the right tech stack for your business that can enhance your service. 🗓️ 8 Oct | Accredited CPD Programme 👉 ow.ly/Hf6V50TrNAK #MMInteractive24

🔍 Preparing for a job interview in financial services? Don't forget to ask the right questions to find out if the role and company are a good fit. From culture to compliance, learn what to ask to ensure success! 👇 #FinancialAdvice #JobInterviewTips moneymarketing.co.uk/features/quest…

Transact adopts electronic Cash Isa transfer service moneymarketing.co.uk/news/686029-2/

Annuity comparison quotes hit new highs in 2024 moneymarketing.co.uk/news/annuity-c…

Fundment further expands wrapper range with cash Isa and cash Lifetime Isa moneymarketing.co.uk/news/fundment-…

The Morning Briefing: Annuities hit new highs; Transact adopts Cash ISA transfer service #TMB moneymarketing.co.uk/news/the-morni…

FCA clears chair of whistleblowing misconduct following internal review moneymarketing.co.uk/news/fca-clear…

Pension Lab eyes dashboard service application moneymarketing.co.uk/news/pension-l…

Paraplanning steps out of the shadows moneymarketing.co.uk/analysis/parap…