Exclusives
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AI in protection: from efficiency play to growth engine
As artificial intelligence rapidly shifts from theory to real-world application, its impact on financial services is becoming impossible to ignore, and the…
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Analysis | The ghost in the machine: Portfolio Thinking’s Dan Kemp on what stagflation really means for your clients’ portfolios
In this timely analysis for IFA Magazine, Dan Kemp, Founder of Portfolio Thinking, examines the renewed spectre of stagflation and what it…
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FCA takes action against offshore cryptoasset firm for illegal financial promotions | Analysis from Burges Salmon LLP
In a landmark move, the Financial Conduct Authority has launched its first enforcement action against an offshore cryptoasset exchange for breaching the…
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Maven’s Ewan MacKinnon on VCT demand, tax relief changes and investor strategy
In an exclusive interview with Tax-Efficient Investment (TEI) Magazine, Ewan MacKinnon, Managing Partner at Maven looks ahead to the start of a new…
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Part 2: Surviving the current market storm, with Royal London’s Trevor Greetham
In a recent episode of our IFA Talk podcast, we welcomed Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, into…
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To eliminate GIGO, why complex data needs a KISS revival | Insights for advisers from Raw Knowledge MD, Preya Patel
As wealth management data grows ever more complex, the sector faces a critical challenge: without clean, auditable information, AI tools and digital…
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Part 1: Surviving the current market storm, with Royal London’s Trevor Greetham
In a recent episode of our IFA Talk podcast, we welcomed Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, into…
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Legal lens | Cross-border divorce: Stowe Family Law’s Rajput explains why financial advisers should think internationally
As global mobility reshapes the lives – and balance sheets – of wealthy clients, divorce is no longer a purely domestic affair.…
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AI overload: Are advisers building tech stacks when what they really need is one solution?
Artificial intelligence is rapidly becoming part of the adviser toolkit. What started as experimentation with tools like ChatGPT has quickly evolved into…
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Retirement planning: Dynamic Planner focuses on income preferences, not just risk tolerance
Understanding a client’s attitude to risk has long been a cornerstone of financial planning, but when it comes to retirement, advisers must…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.
