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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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Financial planning firm goes remote in July
Financial planning firm AKFP Group has once again closed its headquarters for four weeks, with staff working remotely for the entire time. Last year…
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Healthtech Medopad expands into US
UK headquartered health-tech company Medopad is to expand into the US. It will occupy up a new office in the heart…
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Weekend press review: Vital statistics
At a time when London is considering its position in the event of a non-services customs union, the Financial Times has perhaps…
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A provocative discussion about investor risk profiling
On 4th June, 2018, Greg B Davies, Head of Behavioural Science at Oxford Risk and Carl Richards of Behavior Gap had a…
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How can you capitalise on the Blockchain revolution within your clients’ portfolios?
In today’s changing world, it’s important for advisers and paraplanners to understand the developments in global transactions and how Blockchain underpins the…
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William Hague: “…Theresa May was the opposite to Donald Trump…”
Chairman of IFA Magazine Paul Wilson is at today’s “Who’s who in the Zoo,” billed by the organisers as the financial event…
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FCA’s Retirement Outcomes Review – comment
A selection of comments regarding the FCA’s Retirement Outcomes Review: Stephen Lowe, group communications director at specialist financial services company Just Group,…
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Better Business: Brett Davidson considers the differences between employed and self-employed advisers
Better Business – Employed or Self-Employed Advisers? Is it more effective for a financial planning business to operate with employed or self-employed…
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The estate planning scenario: Mark Lambert of HSBC Life gives an overview on the importance of estate planning
Mark Lambert of HSBC Life looks at why is estate planning such an important part of the financial planning process The first…
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Estate Planning: How to avoid damaging the standard of living for clients in later life
Oxford Capital highlights a useful strategy offering advisers an effective IHT planning solution with flexibility and control Currently, the majority of IHT…