Kim Pattison
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How to build a digital adviser. Part 1: your website
It’s April 2020. It’s a great time for reflection. To pause for thought. But is there something you’ve forgotten? Something nagging away…
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King & Shaxson to present on their ESG/ethical integration
King & Shaxson will present on its ESG/ethical integration and how this has proven to provide added value in both respective performance…
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Tapping into women’s wealth
There is a clear need to support more women across the UK to engage with matters of investment, financial planning and the…
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The sustainable investment debate
Is sustainable investment simply the latest trend or is it a factor which is set to become mainstream? Brian Tora considers the…
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Equity investment opportunities in sustainable and impact investing
We heard a few criticise ESG, saying as a hot sector, it will suffer more in a correction. We have clearly seen…
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The lost art of communication
Communicating effectively with clients and peers is an essential component for successful financial planning firms. But are you using it to best…
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Responsible investing: register for the webinar
Ben Nelmes of the UK Sustainable Investment and Finance Association (UKSIF) will give a brief overview of the policy developments that will…
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Two-part online estate planning masterclass
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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Living in the free world
As recently reported in a previous IFA Magazine article, beckoning retirement has resulted in Lady H and I moving house, thereby dumping…
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A sky full of stars – what lessons can we learn from the Woodford debacle?
If there was one theme that was prominent in the dying months of last year and as the new decade got underway,…
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