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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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True Bearing recruits four
IFA firm True Bearing has boosted its staff with four new team members. In comes Michael Hawthorne as IFA; Peter Passi goes…
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Shaving company closes £3.5m investment round
Shaving company Cornerstone, which provides quality British skin care products and German engineered razors to 140,000 customers around the UK via…
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NextGen Planners’ Podcast – Anthony Villis on building a large lifestyle planning practice
In the June edition of IFA Magazine, we talked to Anthony Villis, founder and managing partner at London-based First Wealth, in our…
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The adviser’s guide to digital marketing #2. Using Facebook Audience Insights to identify new verticals
Facebook Audience Insights – what is it? Facebook Audience Insights allows you access to the vast amounts of data Facebook stores on…
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Through the looking glass – managing your business for greater success
Sue Whitbread considers how advisers can take a different approach to creating long term business success – and achieve a great work/life…
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FCA – consulting on current accounts. Compliance consultant, Tony Catt, looks at the details.
There have many quite a few interesting consultation papers released by the FCA recently. Dealing with a wide range of subjects. Some…
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Tilney to acquire Midas book of £162m assets
Investment and financial planning group Tilney is to acquire the assets of Midas Investment, valued at £162m. Established in 2001 and based…
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Cook joins YFM VCT board as non-executive
Rupert Cook (pictured above) is joining the Board YFM Equity Partners’ (YFM’s) British Smaller Companies VCT plc (BSC) as a non-executive…
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The values of investing: Tim Hale looks at how advisers can ensure they deliver value to clients that goes well beyond portfolio construction
In this article, Tim Hale (pictured), managing director at Albion Strategic Consulting, argues the case that investing is simple, but not easy. …
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Patient Capital Review consultation: EISA reaction
A response to the Patient Capital Review consultation from Mark Brownridge, Director General of the EIS Association. This is a followup to…