Sue Whitbread
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Gifts valued above £1m made to charities in wills increased by a third last year to £1.1bn as families look to reduce IHT
The value of gifts over £1m made to charity in wills has increased by 33% to £1.1bn from £850m in the last…
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Hymans Robertson urges advisers to assess impact of new sustainability regulations on their business
IFAs must understand how the FCA’s Sustainable Disclosures Requirements “SDR” impact their business, now that the Anti-greenwashing regulations and the SDR’s Naming…
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Focus Business Solutions returns to independence after nearly 14 years following successful completion of MBO
Focus Business Solutions has today announced the successful completion of its management buyout (MBO) from abrdn, marking a significant milestone in the…
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Fund Manager Insight | What’s the small cap catalyst? You’re asking the wrong question here, argues Artemis’ Mark Niznik
When it comes to successful investing in small caps – something Mark Niznik, co-manager of the Artemis UK Smaller Companies Fund, knows…
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Guest insight: Martin Currie’s Jen Mair tells us why she believes the financial services industry needs more women NOW
Jen Mair, Chair of Future Asset and CEO of Martin Currie, tells us why she thinks our industry needs to shed its…
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FCA announces new proposals to help millions get support with pensions | Including positive reaction from pensions experts
The Financial Conduct Authority (FCA) has set out proposals for extra support for millions of UK savers to help them make better…
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Millions to get better retirement help under radical FCA ‘Targeted Support’ reforms – reaction from AJ Bell’s Tom Selby
Following the statement released by the FCA this evening, with proposals for extra support for millions of UK savers to help them…
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New US inflation data gives investment managers food for thought | Reaction
Key inflation data released in the US today has got asset managers talking, especially ahead of the second Trump Presidency which starts…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why smoothing the road to consolidation is on advisers’ minds for 2025
With 2025 just around the corner, many advisers will be reviewing their business strategy – including their succession plans. In her latest…
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Guest blog | Novia’s Linda Johnstone reminds us of the ‘real world’ disconnect between women, wealth and financial services – and why failing to overturn it remains such a barrier
In her latest blog for IFA Magazine, Linda Johnstone, Novia Global’s Head of Investment Proposition, tells us why she believes that progress…
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