Sue Whitbread
-
Using video in financial advice
It is clear that there are forces at play within financial services which are radically altering the way advisers need to manage…
-
SUCCESSION WEALTH OPENS NEW HQ
Underpinning its ongoing focus on profitable, nationwide expansion, Succession Wealth, the UK’s largest independent wealth management and financial planning firm, has opened…
-
MiFID II can drive opportunities in small-cap investing
Change is the lifeblood of equity markets. The twists and turns of geopolitics, the tides of technological change and the swings of…
-
Is PROD just another box ticking exercise?
Designed by the Financial Conduct Authority (FCA) to ensure compliance with MiFID II, PROD – or the ‘Product Intervention and Product Governance…
-
Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in its own right. Given…
-
Planning in practice
Generational changes are impacting the type of advice and service which financial planners will need to give – but does this…
-
The portfolio construction debate
When it comes to portfolio management solutions, Brian Tora asks whether today’s greater choice of investment options is necessarily a good thing…
-
Better Business – invest in your team
A great financial planning business has a great team working smoothly and effectively together behind the scenes. Tracey Underwood of PACE Solutions…
-
Using structured products to meet clients’ needs
IFAM: For advisers who may never have recommended Structured Products to their clients in the past, what are the key features and…
-
Ed’s Rant – Global Economic Uncertainty
Harrumph. In the light of recent press speculation about my highly personal affairs, I feel it is finally time for me to…
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.
