Brandon Russell
-
Are advice firms researching platforms sufficiently?
Adviser Platforms and the FCA: in the following analysis, Darren Winfield, Insight Consultant at Defaqto sums up the key issues adviser platforms…
-
HMRC issues new ‘nudge letter’ to crypto owners suspected of failing to pay correct tax
HMRC has begun sending ‘nudge letters’ to those it suspects of failing to pay the correct tax on their crypto gains –…
-
NHS waiting list hits 7.62 million in June; 3.5 month wait for referred treatment
Today’s NHS England data shows that waiting lists have increased yet again, reaching its highest level since October 2023. The data showed…
-
Scottish Widows Platform integrates CURO for bulk valuations
Scottish Widows Platform is now connected with Time4Advice’s CURO system for bulk valuations, extending the significant number of adviser tools and software…
-
Inflation continues to pose the biggest risk to portfolio performance, investors say
Inflation, the UK’s slow economic recovery and geopolitical conflict are seen as the most significant risks to the performance of UK investors’ portfolios, new research from RAW Capital Partners has…
-
Kingsley Napley’s ‘Inheritance Tax Olympics’
An analysis by law firm Kingsley Napley of HMRC inheritance tax data (just released for tax year 2021-22) shows the geographical dispersal…
-
What Professional Indemnity (PI) Insurance providers expect when it comes to advisers’ vulnerability procedures
July 2024 marked a year since Consumer Duty came into effect. Ensuring vulnerability is managed correctly is not only the right thing…
-
Podcast #88: Consumer Duty one year on – has it really been a game changer for advice firms? With Matt Wood, MD at AMFA
As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has…
-
Industry reacts to house prices increasing by +0.8% in July
Following the news that house prices increased by +0.8% in July, following three relatively flat months, industry experts have shared their thoughts…
-
Not out of the woods yet: Advised clients still facing financial challenges, according to new Aegon research
While inflation is now returning to target levels and economic performance slowly improves, findings from Aegon’s latest Adviser attitudes report show how recent financial…
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.
