Priscila Parente
-
Why AI is the future of client reporting for advisers | Collidr’s Patrick Jones explains
AI-driven tools can automate performance reporting, market commentaries, and client reviews—saving time, reducing costs, and enhancing the client experience. In the following…
-
Gold price rebounds from $3,000, driven by rising Middle East tensions
Gold (XAU/USD) is starting the new week with renewed strength, building on Friday’s bounce from the key $3,000 support level. The precious…
-
World Water Day: sustainable solutions for Earth’s most precious resource
Water is one of the world’s most critical yet undervalued resources. As climate change, population growth, and ageing infrastructure place increasing pressure…
-
Industry reaction to this morning’s IHT receipt data
Following this morning’s news that inheritance tax receipts are up 11.8% in the last year reaching a record breaking high with a…
-
Elston launches direct gilts research service and MPS for financial advisers
Elston Consulting today announces the launch of its Direct Gilts research service for Financial Advisers looking to make individual gilts recommendations, alongside…
-
Advisers recognise benefits of smoothed funds but are put off by complexity and price – Wesleyan and the Lang Cat
A new generation of smoothed funds are helping advisers to manage volatility and comply with regulation, but providers must do more to…
-
Top-performing funds honoured at LSEG Lipper European Fund Awards 2025
LSEG Lipper announced the winners of the LSEG Lipper European Fund Awards 2025, held in the City of London. Eight fund family…
-
Interest rates on hold due to rising costs – industry experts tell us what advisers need to know
The Bank of England’s Monetary Policy Committee has held UK interest rates at 4.5%, following February’s cut, in a stance which had…
-
Invesco: undervalued Asia offers ISA investors attractive diversification
LoAs the current tax-year comes to an end Ian Hargreaves, co-manager of Invesco Asia Dragon Trust plc, shares his views on the…
-
Gender Savings Gap: Men save £1,392 more per year in Cash ISAs
With less than three weeks until the new tax year (5th April), potential changes to the Cash ISA tax-free allowance could impact…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
-
TYE 2025: EISA’s Christiana Stewart-Lockhart on unlocking the power of EIS and SEIS for clients
Our exclusive interview with EISA’s Christiana Stewart-Lockhart acts as a stark reminder as to how advisers can maximise tax efficiency for clients…
-
Unlocking global wealth: how IFAs can support clients with international financial planning
The world is more mobile than ever. As digital lifestyles and cross-border business activities become the norm, financial planning has evolved from…
-
Vanguard welcomes EU Commission strategy on Savings and Investments Union Initiative
Vanguard has welcomed the publication of the EU Commission strategy for its Savings and Investments Union initiative, which has the potential to…
-
ISAs unpacked: who holds them and how much do they have?
There is around £726bn held in ISA accounts across the UK, with the majority in stocks and shares. AJ Bell data shows…
-
Up to 7.5 million investors could be missing out on thousands as Aberdeen dividend research highlights the true power of compounding
Aberdeen, the global asset manager calculates that millions of investors are potentially compromising long-term returns by not reinvesting dividends. For investors going…
-
Premier Miton Investors calls on the Government to direct more of the UK’s savings into UK companies
Two immediate actions will help to deliver a significant boost to economic growth, to employment and the tax revenues to be invested…
-
ValidPath: Research reveals importance of IFAs starting succession planning early
New research from ValidPath reveals that while most Independent Financial Advisers (IFAs) recognise the importance of succession planning, many are delaying it too long,…
-
AIC on Dividend Heroes: 20 investment trusts have increased dividends for over 20 years
The Association of Investment Companies (AIC) has published its updated list of 20 dividend heroes. These investment trusts have consistently increased their annual dividends for at…
-
AJ Bell’s Dan Coatsworth highlights five flavours of income for ISA investors
As we hit peak ISA season, AJ Bell looks at five different flavours of income for ISA investors, including some specific investment…
-
Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell’s Laura Suter
In this latest episode of IFA Talk, Sue and Jenny explore a challenge that financial advisers frequently face—helping clients move beyond the…
