Jenny Hunter
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The most important sale for financial advisers…is themselves
More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in popularity of DIY investment…
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How and why advised clients’ financial wellbeing differs to that of the general public by Louis Williams, Dynamic Planner
Consumer Duty has raised the bar when it comes to the depth to which advisers must assess clients’ vulnerabilities. In this analysis,…
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ORIGO: No place for paper in an AI world
2024 must see an end to both paper-based processes and the re-keying of data between systems, says Anthony Rafferty, CEO, ORIGO. Artificial…
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Why technology is the key to the future of your advice business by Dynamic Planner’s Yasmina Siadatan
We’re at a tipping point, where firms which positively embrace technology into their processes will be in the driving seat. Yasmina Siadatan,…
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We are all economists…the BoE crash course
On an exploration for wider reading, IFA Magazine’s Senior Financial Journalist, Jenny Hunter, finds a surprisingly useful crash course in economics published…
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SMART Client objectives – The foundation of planning and advice with Sparrow Solutions
How do we make sure the planning and advice we give our clients is right for them? This is the question Caroline Stuart…
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It’s time to level the playing field: Here’s why the APCC wanted to expand the Skilled Person Panel
Richard Farr, Working Group Chair at The Association of Professional Compliance Consultants (APCC) discusses why the APCC has worked to expand the Skilled Person…
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The impact of Artificial Intelligence (AI) on the Pensions and Insurance Industries
Looking forward to 2024, the trajectory of AI technology and how it will transform innovation, trust, security, and efficacy in financial services…
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Lifetime Allowance: How the transitional tax-free amount certificate can make a big difference
As we approach the new tax year, Justin Corliss, Senior Pensions Development Manager at Royal London, explores the upcoming changes to the Lifetime Allowance…
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Dynamic Planner’s Spotlight Report: an analysis of women in financial services
As we celebrate International Women’s Day today with a campaign looking at the role of women in finance, it’s useful to explore…
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