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Financial Planners urged to get behind UK Financial Planning Week 2017
Financial Planning Week 2017, which commences 8 May, represents a national initiative organised by the Chartered Institute for…
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Strategy, Strategy. Mike Wilson ponders the recent announcement of a snap general election
It seems I might owe the Prime Minister an apology. In last month’s IFA Magazine I accused Theresa…
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Latest career opportunities from Heat Recruitment
Heat Recruitment have the following opportunities for financial advice professionals. For more details of these and hundreds of…
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Modern cashflow modelling is truly transformational – Jon Rolfe, Epoch Wealth Management
Engaging clients effectively in the financial planning process is essential for business success, says Jon Rolfe, founding partner…
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The shifting sands of pension tax policy -Tom Selby
Politics and pensions have always been uneasy bedfellows says Tom Selby of A.J. Bell, but does the Government’s…
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Adviser Spotlight; Adam Carolan on building the next generation of financial planners
In this popular monthly feature, Sue Whitbread talks to Adam Carolan about his passion for financial planning and how…
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This year, next year, some time, never? Mike Wilson looks at the US market
If there’s one thing that the last 90 days have taught us, it’s that nothing lasts forever where…
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The risk of risk-profiling – part two of Keith Robertson’s in-depth analysis
The assessment of risk is fundamental to advisers and planners in their quest to ensure that clients benefit…
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Better Business – Brett Davidson asks whether you are taking your own advice?
When you are leading a very busy life, it is often difficult to fit in everything you want…
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The eye of the tiger – Brian Tora looks at Emerging Markets
Emerging market funds were amongst the outperformers in 2016, but what does the future look like for investment…
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