Business & Development
-
IFA Magazine’s Global Equity Investing Survey: Winners Announced
At IFA Magazine, we recently conducted a survey on behalf of M&G Investments to understand the current sentiment around opportunities in global equity investing. Our…
-
Regulation 2023’s ‘No 1 headache’ but 9 in 10 firms confident Consumer Duty outcomes met, reveals Dynamic Planner’s Spotlight Report
In what has been a challenging year from both an economic and regulatory perspective, resilient advice firms are embracing change and looking…
-
atomos buys up two regional advice firms
Financial planning-led wealth manager atomos is growing its footprint with the acquisition of two advice firms. Shore Financial Planning and Define Wealth…
-
Financial services industry named second best in the UK for workplace wellness perks, new study finds
The financial services industry has emerged as the UK’s second leading sector for employee wellbeing, according to a new study. The index comprises six criteria, including gym subscriptions…
-
Advisers not meeting the needs of younger clients due to lack of philanthropy knowledge
More than one in five financial advisers do not know how to offer wealthy clients support on becoming philanthropists despite surging demand among younger…
-
Adviser demand for vulnerability support strong as Just Group training hits 15,000 completions
• Consumer Vulnerability in Later Life training from Just Group and SOLLA launched in 2019 • Training completed 15,000 times amid strong…
-
Unbiased upgrades platform to help FS industry tap record demand for advice
Unbiased, the UK’s leading platform for connecting financial advisers with prospective clients, has today announced a new suite of tools to further…
-
Transitioning from Employment to Entrepreneurship: My Voyage into Self-Employed Financial Planning
Written by Jack Mason-Brown, Chartered Financial Advisor at Mason-Brown Financial Planning Embarking on the journey from being an employee to becoming a…
-
Mistrust of technology exposing a third of regulated firms to money laundering – SmartSearch survey
More than a third (36 per cent) of people in regulated firms who ‘can’t trust’ electronic ID verification and instead rely on…
-
School supported by SJP becomes its first accredited centre of excellence for financial education
Tonge Moor Primary Academy in Bolton has become the first school to be accredited as a Centre of Excellence for financial education…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
