Financial Adviser Revenue-Sharing Sparks Trust Debate Following MarketWatch (Mar 24, 2026), scrutiny grows over undisclosed adviser revenue sharing; 12b-1 fees can be up to 1% annually and Reg BI took effect June 30, 2020.

Financial Adviser Revenue-Sharing Sparks Trust Debate: Following MarketWatch (Mar 24, 2026), scrutiny grows over undisclosed adviser revenue sharing; 12b-1 fees can be up to 1% annually and Reg BI took… 👈 Read full analysis #FinancialAdvisers #RevenueSharing #TrustDebate #MarketWatch #12b1Fees

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«Trump commuted the prison sentence of the former GPB Capital Holdings CEO David Gentile, who was found guilty in 2024 for his role in a years-long scheme that involved alternative investments. … Gentile… was at the center of the $1.6bn fraud that harmed thousands of teachers, nurses and other […]

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Ben Centa: Tokenisation and the implications for advice firms If you’re an adviser with your ear to the financial services ground, chances are you’ve heard a lot of background noise about tokenisation.

Understanding tokenisation is becoming increasingly important for advice firms. Ben Centa's article provides a professional overview, focusing on how it can drive efficiency, lower costs, and support broader client engagement. www.moneymarketing.c...
#FinancialAdvisers #TechInFinance

If the answer is No, then why are you trying to do your own marketing?

The most common answer? To save money but the reality is you’re not!

We help advisers:

𝗣𝗟𝗔𝗡 their marketing
𝗖𝗥𝗘𝗔𝗧𝗘 the ‘right’ activities
𝗚𝗥𝗢𝗪 their business

#FinancialAdvisers #IFA #MarketingForAdvisers #FinancialMarketing

Insurance Watch: Help clients to feel secure – Mortgage Strategy In 2025, the protection market reflects a complex mix of economic caution, regulatory scrutiny and shifting consumer needs. As mortgage advisers navigate these dynamics, it is clear that protection advice is transitioning from being a ‘nice to have’ to constituting a cornerstone of financial resilience, essential for

Mortgage protection must become central to advice.

Royal London’s Gregor Sked explains why advisers need to prioritise cover to meet Consumer Duty expectations and safeguard clients’ financial resilience.

Read more: www.mortgagestrategy...

#MortgageProtection #ConsumerDuty #FinancialAdvisers

📊 The MPS market is booming — and now the FCA is watching closely.

Find out how AI, Consumer Duty, and adviser pressures are shaping the future of outsourced investments.

Full feature by Darius McQuaid here:
www.moneymarketing.c...

#WealthManagement #MPS #FinancialAdvisers #FCA #Investment

‘Firms must build up the next generation of advisers themselves’ Talent is the lifeblood of financial advice, and it’s running dangerously low. While the world barrels toward a future that demands more financial literacy, better planning and stronger long-term inve...

👥💼 ‘Firms must build up the next generation of advisers themselves’🌱📈

🔗 Read more: ftadviser.com/next-generat... @ftadviser.com

#NextGenFinance #FutureOfAdvice #WealthManagement #FinancialAdvisers #TalentDevelopment

‘Firms must build up the next generation of advisers themselves’ Talent is the lifeblood of financial advice, and it’s running dangerously low. While the world barrels toward a future that demands more financial literacy, better planning and stronger long-term inve...

👥💼 ‘Firms must build up the next generation of advisers themselves’🌱📈 deVere boss @nigeljgreen.bsky.social for
@ftadviser.com

🔗 Read more: ftadviser.com/next-generat...

#NextGenFinance #FutureOfAdvice #WealthManagement #FinancialAdvisers #TalentDevelopment

Editor's View: Identifying vulnerability? There are no shortcuts When we think about vulnerability in clients, it’s easy to picture the obvious signs: someone visibly distressed, grieving or going through a major life upheaval. In the real world, however, vulnerability is often more subtle and sometimes completely hidden.

Spotting client vulnerability isn’t as easy as it sounds. Emotional cues alone aren’t enough — advisers must build trust and stay alert to the unseen. There are no shortcuts.
Read Tom Browne’s latest Editor’s View:
🔗 www.moneymarketing.c...
#FinancialAdvisers #ConsumerDuty

In Focus: Do advisers need more training around vulnerability? Having awareness of clients in vulnerable circumstances and giving them the support they need are part and parcel of being an adviser, due to regulatory requirements.

How much responsibility should advisers carry when it comes to client vulnerability? With the FCA urging more support, is better training the answer — or are expectations too high?

A sharp take by Amanda Newman Smith: www.moneymarketing.c...
#FinancialAdvisers #FCA #Vulnerability #Training

Analysis-Individual investors flood advisers with calls, but stay in the market Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

Click Subscribe #Investing #StockMarket #FinancialAdvisers #MarketAnalysis #IndividualInvestors

Think twice before bailing out of the stock market, financial advisers say - Yahoo Finance Think twice before bailing out of the stock market, financial advisers say  Yahoo Finance

Click Subscribe #StockMarket #FinancialAdvisers #Investing #FinanceTips #MarketTrends

Phil Bray: How to succeed on LinkedIn | Money Marketing LinkedIn is a potential goldmine for financial advisers and planners, if you want to target business owners, high-earning professionals, or people working in specific professions or at certain companies.

🚀 LinkedIn can be a goldmine for financial advisers—if used right. Phil Bray shares 5 key strategies to stay consistent, engage effectively, and turn connections into business opportunities. Ready to level up? 👇 www.moneymarketing.c...
#LinkedInSuccess #FinancialAdvisers #Networking

Shelley McCarthy: How reading can teach us about client preconceptions | Money Marketing I’ve recently finished reading Anxious People by Fredrik Backman and it really got me thinking - mainly, about how I could apply several of the key messages to my work life.

Shelley McCarthy shares how reading Anxious People challenged her perceptions—both in fiction and in finance. Understanding clients means leaving assumptions at the door. Read more: 🔗 www.moneymarketing.c...
#FinancialAdvisers #ClientTrust #ReadingAndFinance

Is social media an effective marketing tool for advisers? A lot has happened in the digital world since American entrepreneur Andrew Weinreich established SixDegrees, the first online social network, in 1997.

📢 Is social media an effective tool for financial advisers? With 44% of Gen Z using it for financial insights, advisers can’t afford to ignore it. Read more on building trust & connections 👇 www.moneymarketing.c...
#Marketing #FinancialAdvisers #SocialMedia

Think you need 15 hours of CPD solely on insurance? Think again! If you only provide occasional insurance advice, you can meet the IDD requirement with careful planning. Stay compliant without extra hassle. Read more: www.moneymarketing.c...
#CPD #FinancialAdvisers

Weekend Essay: Financial advisers should reassess their stance on crypto | Money Marketing Many advisers treat crypto as a taboo subject. It is viewed as gambling rather than an asset worth investing in. Others see it as a Ponzi scheme for scammers. But is this viewpoint outdated? For the millions of crypto investors, yes, it is. Some will go as far as calling it insulting.

Crypto is no longer just a fringe investment – it's going mainstream. Financial advisers must reassess their stance on it, or risk missing out on a growing opportunity. 📊 #Crypto #FinancialAdvisers #Investment
www.moneymarketing.c...

Behavioural finance studies the psychology of financial decisions and is especially important in the investment arena. This short guide covers key points. #finance #UKfinance #financialadvisers interfacefinancialplanning.co.uk/guides/behav...

How AI can help financial advisers run their business The concept of artificial intelligence has been around for half a century but it has only recently been introduced into the mainstream.

My article in the @ftadviser.bsky.social last week:

#FinancialAdvisers #WealthManagement

www.ftadviser.com/better-busin...

UK #FinancialAdvisers - Let's get this party started!