Sue Whitbread
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How can Artificial Intelligence help advisers?
Sue Whitbread takes a look at the Clever Adviser Technology Ltd (Clever) proposition and talks to Clever’s Patrick Boughton and Nicola Cornish…
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Back to the future – Emerging Markets in 2018
What does the return of Dr Mark Mobius tell us about the prospects for emerging markets? Brian Tora reflects on whether these…
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The use of technology in financial planning
In this edition of IFA Magazine we have a special focus on how technology is helping to transform the effectiveness and efficiency…
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Weekend press review: Foxes and hedgehogs
Foxes versus hedgehogs Top pick from the weekend’s offerings from the Financial Times is a thought piece from Maike Currie, an investment…
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Why IFAs are missing quality leads that are right under their nose
Is your financial advice business making the most of its website and other free marketing opportunities? Philip Calvert shines a practical light…
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Weekend press review: Oops! HMRC removes pensions calculator
The Financial Times leads on a summary of the tax traps that would-be retirees need to negotiate as they prepare to take…
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Weekend press review – taxing times
The Financial Times reports that HMRC has been so tied up with preparing for Brexit that it has fallen behind with its…
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An alternative approach to generating income – RM funds on how secured lending can provide opportunities
Other than fixed income, what other options are available for advisers to consider in order to deliver a steady and consistent level…
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A pragmatic approach to income investing – UBS analysis on ETF selection
UBS report highlights analysis showing that how shareholder yield is financed can make a difference to ETF selection Many investment strategies target…
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Weekend press review: HMRC in the spotlight
The Financial Times carries a story to lighten the heart of anyone who’s ever been hit with a HMRC penalty for the…
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