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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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Contego Fraud Solutions gets £3.5m backing
One of the UK’s leading private equity houses has led a £3.5 million investment in Contego Fraud Solutions (“Contego”). Maven Capital…
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To outsource or not to outsource – that is the question
A recent IFA Magazine survey, carried out in conjunction with R.C. Brown Investment Management, asked advisers for their experiences when it comes…
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True Bearings exceeds £1.25m gross income for second quarter and plans expansion
One of the North’s leading IFAs, True Bearing Chartered Financial Planners, has announced a gross income exceeding £1.25m for the second quarter.…
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Ding, dong – smart doorbell raises quarter million via crowdfunding
A smart doorbell, known as the Ding and endorsed by retailer John Lewis, has raised £250,000 on the Seedrs platform. The…
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FCA investment platform market study
The FCA has today published the terms of reference for its Investment Platform Market study and Hargreaves Lansdown has commented. The firm’s head of…
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Advisers urged to review discretionary agreements
Advisers are being told to urgently review their discretionary investment management (DIM/DFM) agreements, as there are fears that thousands may be working…
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2017 Growth Investor Awards finalists
The organisers of the 2017 Growth Investor Awards have announced the first set of finalists. There were 37 finalists, named by…
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CISI appoints Carter as second vice chair to CISI IFP Forum Committee as new members needed
The Chartered Institute for Securities & Investment (CISI) has appointed Keri Carter CFPTM, Chartered MCSI, Chartered Wealth Manager and Managing Director of…
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What’s the property investor’s alternative to buy-to-let?
Landlords in the buy-to-let sector are coming under increasing legislative pressure. Matthew Sarson, Researcher & Market Analyst at Emerging Property, examines…
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Velocity SEIS tech fund achieves 6.6x return on a partial exit
Velocity SEIS Consumer Technology Fund achieved a 6.6x return on a partial exit in respect of one of its holdings in…
