Business & Development
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Octopus Ventures appoints Head of Portfolio Strategy
Octopus Ventures, part of Octopus Group and a pan-European Venture Capital team investing in the people, ideas and industries that will change…
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PIMCO Names Lotfi Karoui as Managing Director and Multi-Asset Credit Strategist
PIMCO, one of the world’s premier fixed income investment managers with deep expertise in public and private markets, announces that Lotfi Karoui…
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From caution to confidence: how advisers can support women’s financial future
Insights from investment, protection and retirement specialist, LV=, reveal a clear gender disparity in financial confidence among UK couples, particularly when it…
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Urgent action needed on AI’s ethical challenges warn ACCA and CISI
Artificial intelligence is no longer a future concern but a present reality, bringing with it ethical challenges that demand urgent action. Marking…
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20 Years of dynamic progress: Our exclusive Q&A with Dynamic Planner’s Piers Lawson on how technology has transformed financial advice
The past 20 years has seen a complete transformation in the way that the financial services profession uses technology. In this insightful…
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Rising M&A volumes mask falling valuations for advice businesses – Legal insight on what IFAs need to know
New ONS data shows a surge in UK M&A activity — but deal values tell a different story. Legal experts Helen Curtis…
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AFH Wealth Management publishes first IFA acquisitions white paper
AFH Wealth Management has commissioned a first-of-its kind white paper which explores the world of Independent Financial Adviser acquisitions – with nearly…
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Fairstone reports 21% revenue surge as client assets hit £20bn
Fairstone, one of the UK’s leading financial advice firms, has reported another year of strong growth, according to its latest annual results.…
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AI: Reshaping markets – boom, bust, or both?
Joseph Amato, president and chief investment officer at Neuberger, examines how AI is boosting productivity with measurable effects on growth, labour markets,…
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Canada Life International achieves top financial AKG rating for second year running
Canada Life has achieved a financial strength rating of ‘A, Superior’ – the highest accolade possible – across each of its international…

IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.




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