Sue Whitbread
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Fund manager special | As speculation mounts around AIM stocks losing IHT relief, Marlborough’s Sheldon MacDonald reminds us not to lose the plot with UK smaller companies
What might the works of Alfred Hitchcock, AIM stocks and UK Smaller Companies have in common? Do you give in? Well, the…
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IFA Magazine congratulates all the winners of this year’s prestigious CISI Financial Planning awards
The Chartered Institute for Securities & Investment (CISI) has today announced and also has congratulated all the winners of their Financial Planning…
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Going for growth: investment experts highlight their top adventurous investment trust picks
The Association of Investment Companies (AIC) asked analysts and wealth managers for their favoured higher risk sectors and trusts. These ideas are…
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Sharp drop in inflation to 1.7% has implications for interest rates, pensions and the broader economy: REACTION
The ONS has announced this morning that UK inflation has dropped to 1.7% for the year to September, down from 2.2% in…
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Legal lens: BDB Pitmans’ Meredith Lawton explains the growing importance of IFAs in divorce proceedings
IFAs are playing an increasingly important role in divorce proceedings, working closely with divorce lawyers. In the following blog for IFA Magazine,…
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How can alternatives help with portfolio diversification in multi-asset strategies? Catch up with IFA Magazine’s latest webinar deep dive into alternative investments
When it comes to alternative avenues, so many portfolio managers have been seeing an increasing role for the use of alternative investments…
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Reeves’ first Budget: can the new Chancellor thread the fiscal needle?
Ahead of Labour’s first Budget since winning the general election in July, AJ Bell experts have been looking at Chancellor Rachel Reeves’…
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Conquest and PlannrCRM partner up to optimise planning workflows for advisers
Conquest Planning, a technology platform modernising financial planning with customised and convenient advice, has today announced its partnership with PlannrCRM, a next-generation…
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“Upward revision of earning figures gives Rachel Reeves ‘unwelcome’ extra £100m bill for state pension rise next year” – Steve Webb, LCP
“ The ONS has this morning published revised figures for average earnings growth in the three months to July this year (compared…
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Policyholder expectations pose challenges for life insurers throughout customer journey finds Capgemini Research Inst.
The Capgemini Research Institute’s World Life Insurance Report 2025, published today, reveals that the life insurance industry is struggling to meet today’s…
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