Exclusives
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Battle of the business models | targeted support vs AI
As AI continues to reshape how consumers discover, compare and make financial decisions, traditional advice and guidance models are facing increasing pressure…
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Stablecoins: What IFAs need to know as client questions increase
Tyler Betts, managing director at Overchain, explores why stablecoins are becoming a more common topic in client conversations as digital finance moves…
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Unlocking liquidity: what advisers should know about asset-based lending
As borrowing conditions tighten and traditional lending becomes more constrained, advisers are increasingly seeing clients explore alternative ways to access liquidity. For…
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Protection isn’t an add-on, it’s the financial resilience portfolio foundation | Royal London
In this exclusive opinion piece for IFA Magazine, Gregor Sked, Senior Protection Technical Manager at Royal London, argues that protection should no longer…
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Strangled by delay: why landlords are waiting to invest in MEES compliance
Regulatory uncertainty around Minimum Energy Efficiency Standards (MEES) is becoming an increasingly important consideration for mortgage brokers and property professionals, particularly as…
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Why the equity/bond free lunch isn’t over yet: Bfinance on Middle East crisis
March 2026 was an uncomfortable month for investors. As the Iranian conflict escalated into open war, oil prices rose sharply, short-term inflation…
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Confluence: Why FBOR is the answer to the risks hiding in your clients’ portfolios
When a client asks what they own, most advisers can answer that question at the fund level. They can point to an…
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Opinion | The FCA is simplifying advice. But, asks Patrick Murphy, are we focusing on the right things?
The FCA has just published one of the most important consultation papers in years, on simplifying pensions and investment advice. Earlier…
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Scaling through culture: How incremental behavioural changes can transform asset managers
Asset management has a habit of talking about scale as if it were an unqualified good. Bigger platforms, broader capability sets and…
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The 70% succession gap – why most wealth transitions aren’t ready
New research from BDO’s recently launched report, WealthAnalysis: A psychosocial study of trust in the lives of the wealthy, puts a precise…
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