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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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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…
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YFM invests in 4net
Specialist private equity fund manager YFM Equity Partners has invested in the £9m transaction into 4net Technologies. The money will be…
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JM Finn welcomes John Eastgate
John Eastgate is now firmly ensconced at JM Finn’s London office, following the completion of his contractual notice period with his previous…