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Monzo hunts for GM to build and lead new investment business

Challenger bank Monzo has started recruiting for a general manager (GM) of investments, to build and run its new investments and wealth business.

United-kingdom
London
City-of
Heather-hopkins
Next-wealth

Faith Liversedge: Tech will keep on giving (If you use it well)

Advisers are increasingly time poor, but are they missing in the trick by not using adviser technology to its fullest potential for the heavy lifting?

Michael-kitce
Bill-bachrach
Next-wealth

Is discrepancy in ESG figures muddying the water?

Is discrepancy in ESG figures muddying the water?
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

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Money-marketing
Next-wealth
Lifetime-wealth
King-financial-planning
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Client requests for ESG considerations remain low

Client requests for ESG considerations remain low
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

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Demand for retirement advice increases in pandemic

Demand for retirement advice increases in pandemic By Sonia Rach 2 nd March 2021 9:51 am Approximately 40 per cent of advisers said demand for retirement advice has increased during the Covid-19 pandemic. Research by Aegon and Next Wealth found that retirement advice accounts for an average of 58 per cent of adviser businesses. This is expected to rise to 63 per cent in the next three years. The report, titled Managing Lifetime Wealth: retirement planning in the UK, surveyed more than 200 advisers and conducted in-depth interviews. It revealed that roughly 55 per cent of advisers agree the pandemic has caused clients to think more about their health and longevity, while others pointed out that many had re-evaluated their priorities as a result or started retirement earlier due to a loss of work.

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Heather-hopkins
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Managing-lifetime-wealth
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