Business & Development
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Advice firms only as strong as their back-office
As Paraplanners across the UK take time out to attend today’s Paraplanners Assembly Big Day Out, national financial advice firm Continuum has…
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A case study: How pensions are influencing AI Innovation in the Industry
Nearly every recent business conversation seems to end up touching on the topic of Artificial Intelligence (AI). At this stage, almost everyone…
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Winners of the Charles Stanley ‘Understanding AIM IHT’ survey announced
Charles Stanley recently conducted a survey in collaboration with IFA Magazine, the survey focused on ‘Understanding AIM IHT’. The survey asked participants…
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IFA Magazine delves into the detail: The Lang Cat Report on the State of The Advice Nation
Paraplanners say provider admin and disconnect with advisers are blockers to getting the job done. In this article, Jenny Hunter, Senior Financial Journalist…
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HL adds the Ninety One Diversified Income fund to the Wealth Shortlist
Hal Cook, senior investment analyst, Hargreaves Lansdown: “We are pleased to share that we have added a second multi-asset income fund to…
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Mastering Suitability Reports Part 1: Expert tips on navigating the rules
In the ever-changing world of financial planning, suitability reports are essential for making sure that your clients get the advice that’s just…
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One Four Nine Group strengthens acquisition capability with corporate development director appointment
One Four Nine Group, the nationwide independent financial advice and investment management group, has appointed Sanjay Lukka to the position of Corporate…
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Fewer than half of workers have discussed flexible working with managers, despite new statutory rights
Research by Phoenix Insights, Phoenix Group’s longevity think tank, has found that fewer than half (44%) of UK workers say that their…
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Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership
The Openwork Partnership, one of the UK’s largest financial services networks, announces the appointment of Sasha Dabliz as Marketing and Communications Director. …
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BareRock partners with Just Finance Foundation to deliver financial education to children – and urges advisers to help share expertise
BareRock, the pioneering Professional Indemnity Insurance (PII) provider serving financial intermediaries, has partnered with the national financial education charity, Just Finance Foundation…
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