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WealthAi launches AI-powered compliance solution for wealth managers
WealthAi, the AI operating system built for wealth management, is launching its Compliance Solution – an agentic AI…
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Opinion | Shock, suspense and interest rates
Michael Browne, global investment strategist at Franklin Templeton Institute, examines whether the current geopolitical turmoil will remain a…
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In Focus: engaging clients earlier is key to closing the protection gap
Engaging clients earlier in their financial journey is becoming increasingly important as traditional triggers for protection conversations are…
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Nearly half of Brits plan to stay local in retirement – here are the best places to retire in your region
Retirees want to find the best quality of life close to home, according to new research from David…
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Opinion | Why digital banks are outpacing wealth managers
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they…
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The effects of recent BR rule changes on IHT planning, according to tax-efficient investing experts
Recent changes to Business Relief (BR) rules have brought inheritance tax planning firmly back into focus for advisers…
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Pension salary sacrifice changes announced at Budget given green light
The legislation putting into effect the changes to pensions salary sacrifice has now been passed into law, as…
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How can advisers better engage younger clients and demonstrate the value of protection earlier in their financial journey? expert insight
For this month’s In Focus campaign across IFA Magazine’s New Insurance and Protection, we turn our attention to how the insurance…
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Survey finds 25% of people act on financial advice from social media
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they…
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Moneyfacts urges savers to escape the ‘apathy trap’ and switch accounts
Savers are being urged to take action and avoid complacency, even if the Bank of England Base Rate…
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