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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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Welcome to the age of Paraplanning
Since the introduction of the pension freedoms in April, the role of Paraplanners has dramatically changed and there is huge demand for…
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Succession Buys Scottish IFA For £6.2m
Succession Holdings has acquired Edinburgh Investment Consultants for £6.2m. Edinburgh Investment Consultants, which has funds under management of £120m across offices in…
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Bellpenny Acquires More IFAs
Bellpenny has acquired two more IFAs. Ashton KCJ Financial Planning, based in Cambridge, has around £60m funds under management and was acquired…
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Fairstone Increases Revenues And Reduces Losses
Financial services group Fairstone has announced a 29% increase in revenues to £17.4m for the year ended 31 December, 2014. There also…
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David Cowell Rant – He’s Returned, refreshed by the waters of Aphrodite!
I have returned, refreshed by the waters of Aphrodite (poetically not literally, of course). The Cypriots are certainly now producing some very…
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New Film Charts Bright’s Move to St James’s Place
A film which describes why financial advisers Bright Wealth Management decided to join wealth management company St James’s Place has just been…
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Exclusive: One In Three Senior IFAs Plan To Retire Over Next Ten Years
IFA Magazine Exclusive New research reveals that 36% of intermediaries that own all, or part of their firm, plan to semi-retire, or…
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New £90m Fund Provides Capital for Successful, Later-Stage Companies
Fund management firm Octopus is using its new £90m fund to provide growth capital to successful, fast-growing later-stage companies across Europe. It’s…
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Mattioli Woods Buys Pension Administration Business And Looks For More
Mattioli Woods has acquired the pension administration business of Lindley Group for a total cash consideration of £199,001. The deal was funded…
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Henderson Promotes Jones
Greg Jones has been promoted to Managing Director, Distribution, at Henderson Global Investors. The move from his former position as Head of EMEA…