Business and Development
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State of the advice nation | The lang cat’s 7th annual report reveals advisers in positive mood
Advice firm owners bullish as majority (80%) report increased turnover, though energy levels are lagging The lang cat’s seventh annual State of the…
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St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP) has reported today that it has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital…
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Capco – DeepSeek opens the way for financial services firms to pursue new AI approaches
Written by Chris Probert, Partner and Global Head of Data & Generative AI The arrival of DeepSeek’s R1 open-source model has rocked the AI…
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St. James’s Place announces its 7th annual chartered award winners
St. James’s Place (SJP) has announced its seventh Annual Chartered Award winners, recognising individuals and firms within the SJP Partnership that have…
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One size doesn’t fit All: AI is key to helping unlock a £50 billion financial advice opportunity
With the largest generational transfer of wealth expected to take place in the UK by 2050, financial advice firms have the opportunity…
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Financial Services hiring showing green shoots of recovery
Hiring across Financial Services is showing signs of growth for the first half of 2025, pointing to potential green shoots of recovery…
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Evelyn Partners becomes founding partner of Edinburgh Futures Institute’s new financial services hub
Evelyn Partners, the UK wealth management firm entrusted with over £62 billion of assets by its clients, has become the Founding Partner…
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The Paraplanner’s path to Chartered status: What’s required and is this qualification really worth all that effort?
With the New Year well underway, many paraplanners in the UK might find themselves working to achieve new professional resolutions. For those…
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Motherly instincts – women consider children first when thinking about wealth planning, while men prioritise their spouse
Women put their children first when thinking about wealth planning, in contrast to men who are more likely to prioritise their spouse,…
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Great guests, great insights: reminding you of the latest IFA Talk weekly podcasts for advisers – and what’s coming down the line
IFA Magazine’s weekly podcast, IFA Talk, continues to be an essential resource for financial advisers. Featuring thought-provoking content and expert guests, our…
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.