
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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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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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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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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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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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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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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7IM announces acquisition of Partners Wealth Management as it pursues broader growth strategy
7IM has today announced it has acquired Partners Wealth Management (PWM) as part of its long-term strategy of continued growth. Established in…
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To commute or not to commute, that is the question?
If you’re struggling to find an upside to Covid-19, consider this: in future you may get to spend more time with your…
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FCA publishes end of transition rules
The FCA has published an updated version of the FCA Handbook to show the rules that will apply at the end of…
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Eric A. Stein, CFA, Appointed Chief Investment Officer, Fixed Income, of Eaton Vance Management
Eaton Vance announced yesterday the appointment of Eric A. Stein, CFA, as Chief Investment Officer, Fixed Income, of Eaton Vance Management (EVM),…
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Winklevoss Twins launch Bitcoin exchange in the UK
@peter_IFAMAG reads Twitter so you don’t have to. The Winklevoss Twins launch their Bitcoin exchange in the UK today. James Hurley shares…
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Octopus Investments launch £25m Apollo VCT fundraise
Octopus Investments, part of Octopus Group and the UK’s largest VCT manager, has announced the launch of a new £25 million fundraise…
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Turning a client testimonial into a clincher
It must have been said a thousand times now – the pandemic and subsequent lockdown has inspired advisers and planners to change…
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ARIE Capital Technology EIS Fund 3 investee profile
Producing chemical-free, clean, naturally grown food, and reducing food waste is critical. UK food shrinkage is at £11 billion per year. In…
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The dark side of analyst estimates and forecasts
On Friday 5 June, in the face of growing Coronavirus cases and a worsening domestic (and global) economy, all three major US…
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How Alan’s adviser helped him kickstart his estate planning
Let’s consider a client scenario. John has been Alan’s financial adviser for 27 years. For most of that time, Alan ran his…