IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Untapped demand – Jason Butler considers whether advisers are missing a trick when it comes to working with younger clients
Since he stopped being a financial adviser two years ago, Jason Butler’s personal experiences have reinforced his view that there is a…
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How soon is now? Tomorrow’s pensioners are facing an increasingly tough task in funding a decent standard of living in retirement. Richard Harvey voices concerns that the problems are just not being properly addressed.
You would have thought that all the time and money poured into encouraging younger people to save for retirement would, by now,…
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Better Business – less is more. Brett Davidson on how to ask great questions and refine your listening skills
Everyone knows that the secret to being a great adviser is to have excellent listening skills. That means the client does most…
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Dangerous times – Brian Tora considers whether there are investment lessons to be learned from the past as he confesses to finding the current scenario hard to read
October can be a tricky month for investors. The Great Wall Street Crash of 1929 took place in October. Black Monday,…
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The rise and rise of paraplanning – the first in a two part series looking at the role of the paraplanner
In the first of a two part series looking at the role of the paraplanner, Sue Whitbread looks at how effective integration…
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And Breathe… Michael Wilson ponders shrinking dividend cover and Brexternalities
Every now and then, this old fundamentalist spots something that makes him put down his early morning coffee cup and rub his…
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Never say never again. You think subprime lending has learned its lesson from the noughties banking crisis? Maybe, and maybe not, says Michael Wilson
What’s the one thing we all know about the 2008 financial crisis? Correct, it started when a bunch of major banks…
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Compliance – not regulated – really? Compliance expert, Tony Catt, considers the issues.
Advisers operate in a world where regulation is king, but should the compliance function be regulated too? With the Senior Managers and…
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Be effective in getting referrals – part 3 in our series from Matt Anderson, The Referrals Academy
This is the third and final article in his series for IFA Magazine aimed at improving your success at getting referrals. In…
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Cashflow modelling – Jon Rolfe of Epoch Wealth Management asks are you making the most of it?
Jon Rolfe, Co-Founder & Partner of Epoch Wealth Management and CEO of i4C Cashflow Software, puts forward a practical case in arguing…