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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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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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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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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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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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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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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FOLK2FOLK loses CEO
CEO Jane Dumeresque is to leave P2P lending platform FOLK2FOLK this month. In a statement from FOLK2FOLK, no reason was given…
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Developing profitable introducer relationships for your financial planning business – Matt Anderson, The Referrals Academy.
Leveraging the networks of other quality professionals to generate new business is still a relatively underutilised strategy by most IFAs and…
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Times like these – adviser recruitment in 2017. Steve Preston, Heat Recruitment
As we head into the final quarter of the year, when it comes to adviser recruitment things are looking up for IFAs.…
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Platform due diligence – Mark Polson with the dos and don’ts of getting this process right
How can you make sure you have constructed a robust process within your financial planning business for platform due diligence? Mark Polson…
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“If you break it you own it…”Mike Mount, of JM Finn, gives an alternative view about the benefits for advisers and their clients of outsourcing the investment management process
Setting up and running an in-house investment proposition, whether on an advisory or discretionary basis, is a lot of spadework. Practical considerations…
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Transition planning; why it is the marriage that really matters – and not just the wedding
Louise Jeffreys, Managing Director at Gunner & Co., suggests that building a lasting, trust-based relationship with your business buyer is just as…
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The adviser’s guide to digital marketing #5 – Sam Turner on how to get online reviews and put them to best use
The final instalment in a five part series on improving your digital marketing, by Sam Turner of ClientsFirst Online reviews – what…
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Summertime Blues – Which way will equity markets be heading? Brian Tora voices concerns
Which way will equity markets be heading? Brian Tora finds it hard to be downright pessimistic as he considers the uncertainties ahead,…
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What’s your motivation? Practical thinking and tips from Brett Davidson in his Better Business column
Motivation is a tricky subject. There’s lots written about it and much of the advice implies that if you just set a…
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FCA’s projection rates for investment firms
Friday’s consultation paper from FCA on the projection rates used by investment firms when showing customers what their money might be worth…