IFA Magazine – Financial planning and investment news
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Today’s News
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A history of 60/40 and equity-bond correlations
Written by Rob Perrone, Investment Specialist, Orbis Investments Growth and passive strategies have enjoyed a long day in…
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Thought you’d nailed cybersecurity training? Think again, AI is coming for your teams
Max Vetter, VP of Cyber at Immersive Labs looks at how financial advice firms can get their workforces’ cyber…
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Investment managers continue to strengthen ESG integration despite ongoing debate – XPS Pensions
ESG integration is steadily becoming the norm as managers respond to the requirements of investors according to XPS Pensions…
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Investec joins The Openwork Partnership’s mortgage lender panel
The Openwork Partnership is pleased to announce the addition of Investec to its lender panel. The existing lender…
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Over a quarter of retirees ‘forced out’ of work into early retirement drama
• Nearly half of retirees aged 55+ say they retired earlier than expected • Ill-health, redundancy or caring…
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Saffron for Intermediaries increases maximum loan size on Residential and Self-Build Large Loan products, and revamps range with lower rates
Saffron for Intermediaries has today raised the maximum loan size on its Self-Build Large Loan and Residential Large Loan…
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AI – A danger or a helping hand to mortgage advisers? Industry experts react
AI has without doubt been one of the topics of the year within the financial advice space. How…
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Podcast #60: Finding your niche as an adviser – the benefits of being a specialist adviser with Macey Greenall DipPFS
While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and…
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The parent wellbeing gap: helping advisers to help clients to protect their children – and reduce their own stress levels – MetLife
Written by Rich Horner, Head of Individual Protection, MetLife UK As a parent we never stop worrying about…
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Pembroke’s CEO Andrew Wolfson on VCTs: the benefits beyond tax relief
Rising interest rates, a lack of consumer confidence and a slowdown in global growth provide a challenging macroeconomic…
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