Business & Development
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Paul Killik future-proofs family firm with appointment of Managing Partners
Killik & Co. announced today that Clem MacTaggart and Sarah Threadgould have accepted Paul Killik’s invitation to take on the joint responsibility…
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ValidPath strenghtens compliance team with three strategic appointments
ValidPath, the network for independent financial advisers, has announced the appointment of three seasoned professionals to its compliance team, reflecting ValidPath’s ongoing…
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Saltus acquires Tavistock’s financial advice businesses
Saltus has acquired Tavistock’s financial advice businesses, Tavistock Partners Limited and Tavistock Partners (UK) Limited subject to approval from the regulator for…
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Reflections on the FT’s Financial Advice Forum 2024
IFA Magazine recently had the opportunity to attend the FT’s Financial Advice Forum 2024 and what a whirlwind of insights and discussions…
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Guest insight |GSB’s Alison Whatnall highlights why advice firms need to adapt to attract more female wealth planners
In the following blog for IFA Magazine, Alison Whatnall (pictured), Co-Founder and Chief Operating Officer at GSB, highlights just some of the…
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FCA data reveals surge in pension access without advice
Written by Jon Greer, head of retirement policy at Quilter The latest FCA retirement income data for 2023/24 reveals a significant shift…
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Royal London eliminates one million print, pack and post items via Origo tech
Origo has helped Royal London replace over one million print, pack and post items through the use of secure digital communication solution,…
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Half of professional services firms are not equipped to survive a major cybersecurity attack
Almost half (46%) of professional services firms across the UK are not equipped to handle the risk of a potential cybersecurity attack,…
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7IM bolsters investment capability with duo hire – Asim Qadri and Brian Leitao
7IM has bolstered its Investment Management Team with the hires of Asim Qadri and Brian Leitao as part of its continuous expansion…
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Adviser focus | Truly Independent’s Katie Brinsden asks what really is the purpose of financial advice? And are YOU guilty of ‘overservicing’?
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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