Sue Whitbread
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Finding potential investment opportunities in disruptive technology
How can advisers and paraplanners capitalise on the continuing developments this exciting sector has to offer for client portfolios? L&G ETF, part…
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Weekend press review: the next big mis-selling scandal?
The Financial Times majors on a story that eight large corporate pension funds have received an official warning about the possibility that…
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Cashflow provider i4C announces key partnership with Intelliflo
Cashflow modelling fintech start-up i4C ( the i4C team is pictured above) has entered into a landmark strategic partnership with Intelliflo, a…
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Intergenerational planning tips from the coal face – Damian Davies, The Timebank
This article is part of IFA Magazine’s June series on intergenerational planning Two hidden conkers to beat the old chestnut Helping our…
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Intergenerational planning – the use of trusts: Peter Legg, IHT Planning Matters Ltd.
As part of IFA Magazine’s series of features on the topic of intergenerational planning, Peter Legg of IHT Planning Matters Limited examines,…
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Weekend press review: Football fever
The Financial Times kicks off a difficult weekend – for Theresa May, anyway – with an examination of the issues facing any…
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Intergenerational Planning – all together now: Sean Taylor of Canaccord Genuity Wealth Management
IFA Magazine talks to Sean Taylor, of Canaccord Genuity Wealth Management, about the business and how its collaborative approach to working with…
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Talking Tech – New cashflow modelling tool i4C is already making its mark with financial planning profession
Mark Harman (pictured above) is CEO of i4C, the new kids on the block when it comes to cashflow modelling tools.…
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Better Business: Brett Davidson with practical tips on how you can become more effective as an adviser and live a happier life too.
Better Business – The three-legged business stool Why do some financial planners enjoy greater success than others? Brett Davidson, Founder, FP Advance…
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Should we be worried about bonds? Brian Tora analyses some of the issues involved
As monetary tightening beckons, what might this mean for investment in bonds and bond funds? Brian Tora considers some of the…
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