Business and Development
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The Private Wealth Management Summit
The 39th edition of the Private Wealth Management Summit is taking place this December in Florida! Leading leading private wealth management investors…
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Advice firms need to get creative to attract next generation of customers – AKG report
Advisers are focused on the need to change their business models if they are to attract the next generation of clients, a…
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Top 5 considerations for IFAs in 2023 from Andrew Aldridge
By Andrew Aldridge, Partner at Deepbridge As we approach the new year, many will be starting to think about the coming year…
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Black Friday: bag an investment trust on a discount
Just as shoppers like to bag a bargain on Black Friday, so do some investors. And, with all the turmoil this year in…
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Novia to cut platform charges
Novia Financial, the adviser-focused platform business, has announced it is to cut platform charges starting from 1 January 2023. The reduction will…
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Aegon comments on 2-year delay to Social Care Deal
Written by Steven Cameron, Pensions Director at Aegon UK Kicking the social care can down the road again with a 2 year…
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State Street Institutional Press Awards – IFA Magazine celebrates Rebecca Tomes success in shortlisting as ‘best newcomer’
As leading financial provider, State Street, announces the winners of its prestigious 2022 UK institutional press awards, IFA Magazine is super proud…
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Evelyn Partners announces senior appointment in Transaction Services team
Evelyn Partners has announced the appointment of Jonathan Thornton as a Transaction Services partner. The Transaction Services team, led by Mark Benka,…
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Invesco announces new Heads of Distribution and Client Solutions
Invesco, one of the world’s leading asset managers today announces that Kate Dwyer has been promoted to Head of UK Distribution, reporting…
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Kingswood announces the acquisition and completion of Strategic Asset Managers Limited (SAM) based in Glasgow
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, has announced the acquisition and completion of Strategic Asset Managers…
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