Dan Wills
-
How many providers are really Consumer Duty compliant in the sustainable investment space?
Advisers are entirely reliant on fund managers providing accurate information that can be understood by clients. The providers should have been Consumer…
-
Major central banks maintain hard-line stance on inflation
By Richard Clarida “Restrictive for longer” is now the mantra as monetary policymakers seek to bring inflation reliably to target. Summary: Read…
-
What barriers are hindering advisers when they consider sustainable investments for clients?
The FCA recently reached out to the Association of Professional Compliance Consultants to ascertain any barriers that hinder advisers considering sustainable investments…
-
The benefits of tax-efficient investing with Jenson: Part 1 of our Q&A with Jenson’s CIO, Jeffrey Faustin
In this two part Q&A, Jeffrey Faustin, Chief Investment Officer at Jenson Funding Partners, sat down with GBI Magazine’s Matt Williams, to…
-
Finding value in fixed income
Fixed income is proving to be increasingly attractive to investors, but with so many fixed income solutions on the market, how do…
-
Using smoothed With Profits to help deliver effective financial planning solutions for clients
This is the second in our series of case studies designed to highlight particular ways in which Wesleyan’s smoothed With Profits fund…
-
Supporting good outcomes for business owners
Authored by Octopus Investments For professional advisers and paraplanners only. Not to be relied upon by retail investors. With rates on cash…
-
EIS On Trial – Meet the judge
Join GBI Magazine as we put EIS on trial. Hear from a courtroom of experts in the financial space, one side defending…
-
What is the current state of the IFA job market? Truestar Talent’s Pam Sutherland evaluates the latest trends
In this, the third and final part of IFA Magazine’s discussion with Pam Sutherland, Truestar Talent’s Founder, Pam assesses the current state…
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.
