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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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“VCTs are fast becoming a mainstream investment option”
As Octopus Titan Venture Capital Trust starts the VCT season early – it’s the biggest name to date to start fundraising…
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LinkedIn still top social platform for advisers
LinkedIn remains the top social platform for financial advisers, although Facebook has increased in popularity. So says new research from specialist adviser…
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Williams tech fund makes first investment
The first investment has been made by the Foresight Williams Technology EIS Fund. The fund, which aims to support disruptive technologies…
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How to create a marketing strategy for your advisory firm
Sam Turner, Head of Digital at ClientsFirst, shares a practical approach to help you achieve your business goals In 2016, we surveyed…
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Seat belts on: it looks like we’re heading for a hard Brexit!
Few divorces are ever easy and it looks like the UK/Euro fallout is going to be no exception. Michael Barnier, Europe’s chief…
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Maven to manage £90m debt fund for the Midlands Engine Investment Fund
Maven Capital Partners has been appointed to manage two separate fund entities as part of the Midlands Engine Investment Fund (“MEIF”)…
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GBI Issue 4: Read online or download for free
We’re very excited to reveal issue our fourth issue! You can read online below or download the PDF version here.
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Adviser spotlight – Richard Hopkins of Blackstone Moregate
In this popular monthly feature, IFA Magazine talks to leading advisers about what’s working well for them. This month, Sue Whitbread…
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Ed’s Rant – The FCA’s final report on asset management has been two years in the making, says Michael Wilson. Is it ready yet? You decide…
A Muffled Thunder If Andrew Bailey ever supposed that the FCA’s final findings on asset management would go off like a firework…
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Strategic planning – Chris Baigent-Reed outlines a practical approach for a financial planning business
Chris Baigent- Reed of Jigsaw Tree outlines a practical approach that you can use to ensure you have an effective operating framework…