Exclusives
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Why every firm needs a clear, evidence-based investment philosophy—and why it matters most when markets get stormy
At Paradigm Norton they believe that money matters, but life matters more. Money, and by extension investing, is important but you need…
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Bridging the AI trust gap: EV’s Chet Velani on why human insight remains the beating heart of financial advice
By Chet Velani, Managing Director at EV As artificial intelligence reshapes financial advice, the real differentiator won’t be speed or scale, it’ll…
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Reshaping trust and talent: how AI is redefining the insurance landscape in the UK
Written by Sarat Chand, Managing Director, UK&I, Wipro Limited The insurance industry is at a precipice of an AI-driven transformation. While the…
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Tracker funds: W1M’s Nersen Pillay highlights the illusion of diversification and the risks involved
Frequently hailed for their low costs and broad market exposure, tracker funds are a popular choice for many investors seeking passive investment…
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Budget watch – Charles Stanley’s Tom Hawkins highlights key points for advisers to think about
In the following analysis for today’s Friday Focus pre-budget feature, Tom Hawkins, Head of Intermediary Sales and Strategic Partnerships (South), Charles Stanley,…
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Pre-budget briefing: Practical tips on taking action to help your clients make better decisions
As part of today’s Friday Focus, looking at what advisers need to be doing ahead of the Chancellor’s budget on 26th November,…
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Pre-budget speculation reaches boiling point. Aegon’s Steven Cameron asks, will pensions face a fright?
It’s Halloween, and as Budget speculation reaches fever pitch, advisers are bracing for potential shocks lurking in Rachel Reeves’ Red Box. In…
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How AI can help IFAs meet Consumer Duty without losing the human touch
As the Financial Conduct Authority’s Consumer Duty raises expectations for fairness, consistency and documentation, advisers face growing pressure to balance compliance with…
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Guest insight | Targeted Support risks failing its promise without behavioural insight, warns Oxford Risk’s Greg B Davies
As the FCA prepares to roll out its targeted support framework, firms face both a regulatory opportunity and a compliance hazard. In…
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Opening up the protection conversation: why advisers must tackle the topics clients avoid
When it comes to talking about serious illness, silence often speaks louder than words. In this exclusive feature for IFA Magazine’s new Insurance & Protection,…
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