Fixed Income in the News
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Trade body merger takes a step closer
The merger of The Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) took a step closer yesterday. At…
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IW Capital completes funding round for SaveMoneyCutCarbon
EIS specialist IW Capital has just completed a £2.2m funding round for SaveMoneyCutCarbon, an energy and water savings consultancy and online…
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Leicester firm shortlisted in national Retirement Planner Awards 2017
An IFA firm in Leicester has been shortlisted for ‘Best Individual Pension Firm (Midlands Region)’ in the national Retirement Planner Awards 2017.…
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Succession makes senior appointments
Succession has announced a number of key senior management appointments. James Stevenson has been appointed Managing Director of Succession Group; Sanjay Shah…
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EIS Association: Are EIS and SEIS set for a Government makeover?
Mark Brownridge, Director General of the EIS Association, tells GBI Magazine about a Conservative election manifesto proposal for new Enterprise Investment…
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Latest from Crowdcube
Five new pitches have gone live on Crowdcube’s equity and mini-bond crowdfunding platform, four of which offer EIS tax relief. TRIBE…
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Ed’s Rant – May’s Best Friend? Michael Wilson with a thought-provoking analysis of the problems faced by the business community as the election looms
Dog Days. Spare a thought, says Michael Wilson, Editor-in-Chief at IFA Magazine, for the one group that doesn’t have a vote on 8th…
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Adviser Spotlight – Anthony Villis of First Wealth
In this popular monthly feature, IFA Magazine talks to leading advisers about what’s working well in their financial planning businesses. This month…
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Equities special – Ben Willis gives an adviser perspective on what’s hot and what’s not
Even though we have seen a number of equity markets hitting record highs this year, this should not deter advisers and their…
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6 steps to getting more comfortable when asking for referrals – Matt Anderson of The Referrals Academy with part 1 of his 3 part series
One of the most effective ways in which financial planners grow their businesses is by getting referrals from satisfied clients. Yet why…
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