Sue Whitbread
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Morningstar Wealth partners with the lang cat on Analyser
Morningstar Wealth is the latest managed portfolio provider to partner with Analyser, the platform and MPS comparison software from the lang cat.…
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Aviva Working Lives Report 2024 reveals 1 in 5 workers experience financial avoidance
The Aviva Working Lives Report 2024: Working for the Future (1) published today, is the third consecutive annual in-depth investigation into employer…
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Jennifer Lopez and Ben Affleck divorce: legal expert highlights lessons for your HNW clients
Jennifer Lopez has filed for divorce from Ben Affleck after two years of marriage. Sources say that the couple do not have…
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NS&I reveal two lucky Premium Bonds holders from West Sussex & Manchester celebrate £1 million jackpot win
NS&I has reported this morning that September’s Premium Bonds jackpot millionaires are from West Sussex and Manchester. They’ve also reported that one…
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Adviser focus | Truly Independent’s Katie Brinsden highlights why clients’ financial journeys and expectation management are key
In this, in her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent,…
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New FOS data reveals 70% jump in financial complaints
Complaints about financial products have increased by 70% in the past 12 months when compared to the equivalent figure from last year,…
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Don’t Look Back in Anger active fund managers – passive and tech have been the best strategy since Oasis split
So now we know! After all the rumours doing the rounds over the weekend, news is out that the Gallagher brothers are…
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Guest insight: Sparrows Capital’s Head of Compliance looks at vertical integration within the advice sector, at potential conflicts of interest and the Consumer Duty
In this exclusive analysis for IFA Magazine, David Ogden(pictured), Head of Compliance at Sparrows Capital, shares his insight and raises interesting questions…
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Advised platform gross flows remain high but outflows continue to rise | latest lang cat platform research shows mixed picture
Advised gross platform sales in Q2 2024 remained at a similar, elevated level to the strong numbers of the first quarter. That’s…
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HMRC’s team targeting the wealthy cracks down says Pinsent Masons: investigations more than double, criminal charges rise 80% in a year
New government expected to target wealthy tax evaders HMRC’s elite ‘Offshore Corporate and Wealthy’ team has already begun to crack down on…
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