Kim Pattison
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The new reality: every client is an ESG client
In Invesco’s recent survey, nearly four out of five (79%) investors declared that sustainability is important to how they invest. More than…
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NS&I: The missing link
Stop looking for that missing piece of your clients’ portfolio You can now view their NS&I holdings online The four pillars of…
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How can NS&I help your firm get faster and easier online access to your clients’ portfolio?
Your invitation: Thursday 23rd September 2021 10:00 – 11:30 Click here to register Learning Objectives: To understand NS&I’s unique position in the…
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What do investors want?
Invesco recently surveyed 161 financial advisers and 201 advised investors to get their views on ESG and found a considerable and widespread…
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The power of marketing
Think marketing isn’t for you and your advice business? Faith Liversedge sounds the alarm bell for firms that fail to recognise the…
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Webinar opportunity: The unique NS&I – Premium Bonds, Green Savings Bonds, and how we’re creating a closer bond with you!
Your invitation: Thursday 23rd September 2021 10:00 – 11:30 Click here to register Cash is no longer a peripheral concern in the…
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MPS in the spotlight
It’s time to revisit the Managed Portfolio Services Research space for the IFA Magazine Annual Report 2021. Compliance Consultant Tony Catt takes…
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All change – how platforms have underpinned the development of the advice profession
AJ Bell’s Billy Mackay takes a look back over the last ten years and the huge changes which have occurred in the…
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Why experience counts
Celebrating IFA Magazine’s ten year anniversary, David Lewis, co-head of strategy in the Jupiter Independent Funds team reflects on some of the…
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The progression of the paraplanner profession
Over the last ten years, the paraplanning profession has firmly established itself as a vital component in the advice process. Caroline Stuart…
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