Jenny Hunter
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Isio Investment Management | Central Banks walk a tightrope as tough rate decisions loom
Ahead of this week’s key rate decisions from the Federal Reserve, Bank of England and European Central Bank, Ajith Nair, CIO of…
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Just Group asks, is Value Protection the ‘best kept secret’ of retirement planning?
Global economic worries combined with attractive rates have increased interest in annuities from retirees keen to secure a flow of guaranteed income…
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Part 2: Surviving the current market storm, with Royal London’s Trevor Greetham
In a recent episode of our IFA Talk podcast, we welcomed Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, into…
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Part 1: Surviving the current market storm, with Royal London’s Trevor Greetham
In a recent episode of our IFA Talk podcast, we welcomed Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, into…
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Financial advice needs humans and AI tools working in tandem, say ammonite AI founders
Faster delivery of quality advice requires advisers, paraplanners and administrators working in tandem with the AI tools they use, say Rob Harradine,…
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7IM partners with Delaware UK to accelerate innovation and enhance the adviser experience
7IM has announced a new partnership with digital transformation specialist Delaware UK, as part of its multi-year and multimillion-pound investment in its…
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AI overload: Are advisers building tech stacks when what they really need is one solution?
Artificial intelligence is rapidly becoming part of the adviser toolkit. What started as experimentation with tools like ChatGPT has quickly evolved into…
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Retirement planning: Dynamic Planner focuses on income preferences, not just risk tolerance
Understanding a client’s attitude to risk has long been a cornerstone of financial planning, but when it comes to retirement, advisers must…
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The elephant in the room; Jonathan Newell of BareRock Group asks, who’s paying for complaints against ARs?
Reforms to the Appointed Representatives regime are intended to strengthen consumer protection, but they also expose unresolved questions around accountability and redress.…
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20 years on and still standing! Steve Berridge, IFGL Pensions, remembers A Day and the impact of the 2004 Finance Act
On 6 April 2006, the pensions landscape was fundamentally reshaped. Two decades on, the framework introduced by the 2004 Finance Act continues…
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