Sue Whitbread
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Tax-efficient investing: join GrowthInvest for Adviser Hour tax year-end special this Friday
GrowthInvest’s award-winning Adviser Hour is back with a Tax Year End Special You’re invited to join GrowthInvest and their expert panel on…
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Impact of Covid: new FCA guidance on fair treatment of vulnerable customers
The impact of the covid pandemic has heightened the need to ensure that firms are able to identify vulnerable customers and develop…
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Standard Life brand sold to Phoenix as important new deal announced
SLA to focus on asset management and platforms whilst Phoenix takes Standard’s life and pensions business Today’s announcement is unlikely to come…
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Asset Intelligence Research launch own platform, My Investment Centre, in partnership with Fundment.
Asset Intelligence Research, the Midlands-based investment and research business Assets Under Influence (AUI) of more than £5bn, today announces the launch of…
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Live webinar: intergenerational wealth transfer, an opportunity or threat?
IFA Magazine readers are invited to join Gillian Hepburn, intermediary solutions director at Schroders, alongside Faith Liversedge, marketing and communications consultant for advisers, for…
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28 investment companies would have made ISA investors millionaires – AIC report highlights
– Scottish Mortgage returns £2,541,100 – Seven further investment companies return over £1.5m – Returns show power of investment company structure for…
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119 underperforming funds named and shamed in Bestinvest’s latest ‘Spot the Dog’ report
Apart from a complete absence of smaller companies’ funds, consistently poor performing funds worth £49.6 billion named and shamed in latest Spot…
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Psychology of family governance: appreciating the importance of family dynamics in succession planning
Now more so than ever, advisers must be sensitive to family dynamics. With meeting restrictions in place, family relationships are likely…
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The ‘British Recovery Bond’: Post-Covid economic saviour or rearranging deckchairs on the Titanic?
Labour leader Sir Keir Starmer has backed the creation of a ‘British Recovery Bond’ to help rebuild the UK economy post-Covid…
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Five tips for advice firms in conducting productive remote performance reviews
The shift from face-to-face meetings to the use of virtual platforms has led to a fundamental change in the communications approach for…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
