Business & Development
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The overlooked LOA process in financial advice – and why it matters
In this exclusive interview, IFA Magazine’s Meg Bratley speaks to Adam Wyrill and Dan Gould, founders of Excede Solutions, about why the…
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AI file checking service delivered to all Simplybiz and threesixty customers
Fintel, parent company of threesixty and Simplybiz, has announced that from August all advice firm customers will receive access to AI-powered file checks across every advice case, with human…
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intelliflo brings agentic AI to the next generation of intelliflo office
intelliflo has unveiled the agentic open platform for financial advice professionals. The next generation of its intelliflo office practice management system is designed…
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M&G brings £70bn PruFund to Scottish Widows Platform
M&G is today announcing its first third party platform launch, with a strategic agreement to make its £70bn PruFund range available to…
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Patrick Murphy | Key cyber risk scenarios every advice firm should prepare for now
In this, the fourth article in his operational resilience series for IFA Magazine, Patrick Murphy shares practical examples of incidents that could…
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Entries open for flagship CII insurance and personal finance talent programme
The Chartered Insurance Institute (CII) is inviting applications for the next cohort of its flagship New Generation Programme. The professional body offers…
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UK banks and fintechs join forces to launch new payment scheme
At Money2020, UK Payments Initiative Ltd (UKPI) launched a scheme designed for the next-generation of open banking payments, marking a turning point…
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Wellness perks won’t fix burnout if the workday stays broken, expert says
A new International Labour Organisation report has put workplace stress into a sharper health and safety frame, estimating that psychosocial risks at work are…
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Why cross-generational leadership is becoming a business development priority
For this month’s In Focus, IFA Magazine is exploring business development in financial services, looking at how leadership, workplace culture and strategic…
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Hoxton Wealth: Why adviser businesses must plan for succession now
As thousands of financial planners edge towards retirement without a clear exit strategy, succession planning has become one of the profession’s most…
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