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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Banking Reform Only “Half Complete”
The thinktank ResPublica has published its research paper on the banking sector and it challenges the idea that the banking reform is…
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Death Star Neutralised
The City of London death star has been neutralised. In case you’re wondering which death star, as though you might have missed…
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Aberdeen Says SWIP Integration On-Track
Aberdeen Asset Management says the integration of Scottish Widows Investment Partnership (SWIP) is on schedule. Aberdeen acquired SWIP in March this year…
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The Tesco Tax Opportunity
Fee Fi Fo Fum, this here market's looking dumb. This weekend’s talk of a ‘Tesco Tax’ (basically, a local authority levy on big…
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Victorian Values
Michael Wilson wonders how our antecedents would have coped with the pace of modern life? The house where I live was once occupied…
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Oops, so you’ve goofed?
Okay, so you’ve made a mistake and it’s time to fess up to the regulator and tidy up the mess. What comes first,…
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Goodfellas
Client Richard Harvey continues his cinematic theme with a somewhat more complimentary observation about advisers …..Meanwhile, my IFA mate Nigel – the…
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UK Economy is Ahead of 2008
The UK economy is now 0.2% ahead of its pre-crisis peak (first quarter, 2008). This was confirmed with figures out this morning…
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A Few Boos From the Audience
Transparency? Long-suffering client Richard Harvey reels off a celluloid complaint or two Tsk, tsk, tsk ladies and gents. We really aren’t sticking…
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‘Balanced’ Portfolios – But How?
So-called ‘balanced funds’ performed well over the last two decades, says Nick Samouilhan, multi-asset manager at Aviva Investors. But the gilts argument…
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NS&I announces Premium Bonds £1 million jackpot double celebration for winners from Yorkshire
NS&I has revealed today that its February Premium Bonds jackpot winners are from Kirklees and Sheffield, part of a t…
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Outlook for 2025 – AI drives innovation | IFAM 135 | February 2025
Welcome to the first edition of IFA Magazine in 2025—another year set to bring transformation and opportunity to the fin…
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Podcast #105: Financial services in an AI era with Stuart Breyer from Mallowstreet
In our latest IFA Talk podcast, hosts Jenny and Brandon sit down with Stuart Breyer, CEO of Mallowstreet, to talk all th…
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Financial advice firm breaks industry norms with 4-day working week
Lincoln-based financial advice firm Almond Financial is leading industry innovation with the introduction of a four-day…
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Leaseholders to benefit significantly from the removal of two-year rule
Residential property transactions could become easier following the removal of the two-year rule for leasehold property…
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MICAP: Navigating the Evolving Landscape of Tax-Advantaged Investments
As the 2024/25 tax year draws to a close, Mark O’Donnell of MICAP (part of Defaqto) reminds us why it’s important to exa…
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Plannr and Seccl launch deep integration to “rethink advice journey”
Plannr, the pioneering adviser CRM, has unveiled the first phase of its integration with Seccl, the Octopus-owned embedd…
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HMRC suspects wealthy people underpaid £325m in IHT – crackdown likely in 2025
HMRC believes up to £325m in IHT has been underpaid by wealthy taxpayers in the last year (year-end March 31), says UHY…
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Market Analysis: Are US tech stocks in trouble?
By Daniela Sabin Hathorn, senior market analyst at Capital.com The emergence of DeepSeek earlier this week sent shockwav…
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The lang cat unveils new functionality on its Analyser reg tech – supporting advisers with evidencing platform switching
Financial consultancy the lang cat unveils market leading functionality on its Analyser reg tech software today. This wi…
