Jenny Hunter
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Webinar catch up: The role of Fixed Income in supporting efficient MPS diversification
We were delighted to host our most recent webinar, in association with Legal & General Investment Management (LGIM). Fund managers Francis Chua…
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The world is getting older, and investors need to pay attention
Moz Afzal, Chief Executive Officer of EFG Asset Management addresses a topic of much industry debate and in a recent conversation with…
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Bank of England holds steady, keeping the UK interest rate at 5.25%: the industry reacts
It was widely expected that the Bank of England (BoE) would decide to stick with interest rates at their current level of…
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Bank of England interest rates held at 5.25%: Mortgage and Property professionals share their reactions
After many ‘will they, won’t they’ conversations since the previous announcement, the Bank of England (BoE) have kept rates at 5.25% which…
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The Timebank: Dear Regulator…is it time for change in the treatment of regulated vs unregulated products?
With their take on the occasional ‘Dear CEO’ letter that comes out of the FCA, The Timebank shares their latest instalment to the…
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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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