IFA Magazine – Financial planning and investment news
Today’s News
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Two-thirds use salary sacrifice – but most workers unaware of 2029 cap
New research from Barnett Waddingham (BW), part of Howden, highlights that many workers in the UK are still…
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Fed holds US interest rates as inflation fears mount | Industry experts tell us what this might mean for advisers
As was widely expected by market watchers, the US Federal Reserve’s decision to hold interest rates today has…
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Making AI risk quantifiable: how insurers can underwrite the uninsurable
Artificial intelligence is rapidly moving from experimentation to real-world deployment across the insurance sector, but it is also…
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Mortgage Brain’s AI charter: why the mortgage industry needs to look behind the AI curtain
In the following Q&A, IFA Magazine sits down with Zahid Bilgrami, CEO of Mortgage Brain, to discuss the…
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Two-in-five Cash ISA savers say cut to allowance will make ‘no difference’ to encourage investing in the UK, but will bring further complexity
Two fifths (40%) of Cash ISA savers said the impending cut to the Cash ISA allowance will make…
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Number of higher and additional‑rate taxpayers soar as frozen thresholds reshape the taxpaying public, says Quilter’s Rachael Griffin
Following the release of the latest personal income statistics, Rachael Griffin, tax and financial planning expert at Quilter, digs…
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Why the future of advice starts before wealth arrives
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they…
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Later life lending can help mortgage advisers catch first-time buyers earlier
Despite ongoing affordability challenges, the first-time buyer market remains a key driver of activity, but the profile of…
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From missed allowances to missed opportunities: The overlooked lifeline that that could protect clients’ ISA allowances every tax year
James Priday, chief executive at P1 Investment Services, explores how Lombard lending could offer advisers a more flexible…
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70% of financial planning firms say AI will not impact headcount this year
The Saltus Partnership Programme and L.E.K. Consulting have today launched the second edition of the Financial Planning Growth Index,…
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