Exclusives
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Protecting your portfolio amid geopolitical uncertainty and market shock
Neal Foundly, portfolio manager at Equilibrium Financial Planning, explores how advisers can respond to renewed geopolitical and inflation pressures without losing sight…
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Advisers’ use of multi-asset solutions: steady, trusted and still growing
Multi-asset investing has become a key part of advisers’ centralised propositions over the years. But is it still delivering, and are advisers…
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Franklin Templeton’s Wang shares three investment lessons from a rollercoaster ride
Franklin Templeton’s Lisa Wang suggests practical, level-headed ways that advisers and investors can frame the massive market uncertainty caused by the Gulf…
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Vocational rehabilitation: driving better outcomes in income protection
With mental health now a leading driver of income protection claims, the role of vocational rehabilitation (VR) is coming into sharper focus.…
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Why financial literacy matters to the adviser community
Katie Brinsden, managing director at Truly Independent, examines how the UK’s longstanding problem with financial literacy continues to hold back both financial…
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Helping clients stay resilient: how brokers can manage affordability and structure lending in a higher rate market
Affordability remains one of the biggest pressures shaping today’s mortgage market, but as Nichola Bell, Strategic Partnership Manager at Saffron for Intermediaries,…
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Why pre-underwriting certainty is a myth – and what to do instead
The true value of advice is often revealed in the most complex and challenging client situations, particularly when health or lifestyle factors…
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End of tax year planning: key actions advisers should prioritise before the 5th of April
In the following exclusive for IFA Magazine, Isabelle Smith, Tax Manager at Azets, shares key considerations for advisors to raise with their clients…
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Britain’s two-tier pension system; do we need a conversation about DB pensions and IHT, asks IFGL’s Steve Berridge?
As pension policy shifts continue to favour defined benefit schemes, IFGL’s Steve Berridge questions whether the UK’s increasingly divided retirement system is…
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The annual review is dead: Fundment CEO says responsive advice is the new standard
The FCA’s proposal to remove the mandatory annual suitability review doesn’t mean more meetings. It means smarter architecture, writes Fundment CEO, Ola…
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