Exclusives
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The untapped adviser opportunity for Investment Trusts
UK financial advisers play a key role in helping millions of individual investors make the most of their money, and they have…
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Why protection is becoming central to inheritance tax planning
As inheritance tax planning becomes increasingly complex, protection is playing a more prominent role in helping advisers support clients’ long-term estate planning…
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What AI really means for advisers: a critical opportunity
AI is transforming every corner of financial services, but rather than replacing advisers, many believe it has the potential to strengthen the…
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Adviser focus: getting to the heart of vulnerability
Sharing her latest thoughts with IFA Magazine, Katie Brinsden, Managing Director of Truly Independent, explores why identifying and supporting vulnerable clients demands…
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How platforms can help advisers balance regulation and growth
The pace of change facing advisers today shows no sign of slowing. From Consumer Duty and ongoing suitability requirements to changes in…
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UK smaller companies: do you know or care?
Eustace Santa Barbara, co-manager of the IFSL Marlborough Special Situations, UK Micro-Cap Growth and Nano-Cap Growth Funds, makes the case as to…
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Pension IHT changes put widowed clients in focus | Aberdeen Adviser
For many widowed clients, estate planning has long followed a relatively straightforward approach. If they didn’t need their pension to fund retirement,…
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Why unregulated AI is the most dangerous ‘finfluencer’ of all
As the FCA clamps down on rogue finfluencers, a bigger threat may be slipping under the radar: AI chatbots dispensing unregulated financial…
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In Focus: Mind the gap – but which one?
For ‘In Focus‘ Jo Miller, Managing Director of the Income Protection Task Force (IPTF) explores whether the industry is focusing on the…
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In Focus: Why younger generations remain under-protected and why the conversation needs to change
In our next ‘In Focus‘ article this month, Ken Maxwell, Director at JLHO, explores why younger generations remain under-protected and why the…
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