Get your CPD with Octopus Investments
For professional advisers and paraplanners only. Not to be relied upon by retail clients. To kick things off, the incredibly...
Corona Effect: Families Are Discussing Money, Wills, Funeral Plans and Inheritance.
Families are becoming more open about their finances as the coronavirus crisis highlights the need to discuss wills and inheritance,...
Stock Markets Stay Buoyant Despite International Malaise
peter_IFAMAG reads Twitter so you don’t have to. US and Hong Kong Markets have stayed bouyant despite President Trumps attacks...
This Sunday’s Money pages
The Mail on Sunday reminds us that one year on, Neil Woodford's investment fund is still in lockdown; Woodford himself...
NatWest straining to deliver Bounce Back Loan as scammers pile in
HSBC were the first to flag serious delays in delivering much needed Bounce Back Loans following their introduction on the...
US Stock Market is Overvalued
peter_IFAMAG reads Twitter so you don’t have to. The US Stock Market may be overvalued by as much as 16%,...
The MPS Report by Tony Catt
I work as an independent compliance consultant working mainly with IFA firms around London and the South-East. I have several...
Get your CPD with Octopus Investments
For professional advisers and paraplanners only. Not to be relied upon by retail clients. To kick things off, the incredibly...
Corona Effect: Families Are Discussing Money, Wills, Funeral Plans and Inheritance.
Families are becoming more open about their finances as the coronavirus crisis highlights the need to discuss wills and inheritance,...
Stock Markets Stay Buoyant Despite International Malaise
peter_IFAMAG reads Twitter so you don’t have to. US and Hong Kong Markets have stayed bouyant despite President Trumps attacks...
This Sunday’s Money pages
The Mail on Sunday reminds us that one year on, Neil Woodford's investment fund is still in lockdown; Woodford himself...
NatWest straining to deliver Bounce Back Loan as scammers pile in
HSBC were the first to flag serious delays in delivering much needed Bounce Back Loans following their introduction on the...
US Stock Market is Overvalued
peter_IFAMAG reads Twitter so you don’t have to. The US Stock Market may be overvalued by as much as 16%,...
The MPS Report by Tony Catt
I work as an independent compliance consultant working mainly with IFA firms around London and the South-East. I have several...
How to build a digital adviser Part 6: video – The Sequel
Last week we were zooming and looming like nobody’s business. This week I want to talk about a slightly different...
Adviser Centre
Tools and calculators
Explore the options and uncover issues that could affect your clients – from tax to returns and more. Please note,...
Top slicing relief for bonds taxation: the facts
An article from the Technical team at Prudential which takes a look at all you need to know about top-slicing...
Better Business
Operational Resilience: Covid night terrors
The national office lockout required for us to “stay home, stay safe” would not have been possible without the IT...
The CRM dilemma
Tracey Underwood of PACE Solutions has practical tips which you can follow to support your business success. Customer Relationship Management...
Interviews
Sustainable investing in the spotlight
IFA Magazine talks to Ama Seery, ESG Analyst, Janus Henderson Global Sustainable Equity Fund about the principles and practice of...
Leading The Way
Many things have changed over the last ten years. Few are more prominent than the continuing rise in the awareness...
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Money is Moving | IFA89/GBI20 | June 2020
Hope you don’t mind that I’ve gazumped both of our magazine Editors this month. These are strange days and I wanted to send you a
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Ingenious | UK care provision: Covid-19’s spotlight
The Covid-19 pandemic has shone a spotlight on the UK’s later life care system. Like many essential services, it has...
Insurance Doctor. Professional indemnity: important renewal advice
Continuing our series on the IFA’s guide to Professional Indemnity insurance, Daniel West of Apex Insurance looks at the implications...
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Register now for the Advocate EIS: State of Play webinar
As part of our strategic relationship with EISA, GB Investments presents a new essential webinar series we are calling ADVOCATE...
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