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Making protection part of everyday discussions
Discussing income protection can be uncomfortable, both for clients and advisers. Alan Waddington, Distribution Director at Cirencester Friendly,…
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How open data can help close the advice gap | Insight from Moneyhub’s Dan Scholey
Closing the UK’s advice gap remains one of the industry’s biggest challenges, with millions still unable to access…
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Rathbones strengthens in Scotland with senior appointment
Rathbones, has strengthened its presence in Scotland and Northern Ireland with the appointment of Bruce Saunderson as Senior…
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Recovery rally as oil prices retreat from scorching levels
Susannah Streeter, Chief Investment Strategist at Wealth Club, assesses the easing of market stress as oil retreats from…
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WealthAi and Stratiphy partner to deliver AI-driven portfolio solutions for asset managers and family offices
WealthAi, the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has…
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Iran conflict: what it means for personal finances and end of tax year planning
With the conflict in Iran driving oil prices above $100 a barrel for the first time since 2022,…
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Impact of the high oil price sticking, rather than just spiking
Oil prices have surged as the Iran conflict threatens supply and, crucially, shipping through the Strait of Hormuz. It is the spot…
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ISA season: six considerations for you and your clients
Every adviser knows ISA season. You don’t need reminding about allowances, deadlines or tax wrappers. That’s well-trodden ground.…
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New research from LV= reveals key protection insights for advisers
New research from investment, protection and retirement specialist, LV=, highlights a distinct disconnect between the UK working population’s…
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Can the Draft Commonhold and Leasehold Reform Bill deliver on its objectives?
In the following exclusive for IFA Magazine’s Mortgage and Property Investment Magazine, Shabnam Ali-Khan, a partner at Russell-Cooke and a member…
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