Exclusives
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Lenders are using data deeper than credit scores – here’s why advisors should too
Written by Jamie Twiss, CEO of Carrington Labs For decades, credit scores have served as the primary measure of borrower readiness. Lenders have…
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Long-term thinking in a short-term world: the value of capital market assumptions in multi-asset portfolios, with Scottish Widows
In a world where headlines often drive short-term market reactions, staying focused on long-term investment goals can be challenging. In the following…
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Platforms, innovation and the need for “exquisite balance” to deliver what clients really want
As investment platforms face near-constant technological change, advisers and clients alike demand progress that is both cutting-edge and reliable. Drawing on lessons…
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Why the future of advice depends on who we train today. Guest insight from Hoxton Wealth CEO, Chris Ball
As the UK advice profession faces a growing talent and succession crisis, firms can no longer rely on luck to find the…
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The importance of framing investment gains and losses in uncertain times | Marlborough’s Edward Kennedy shares his thinking
In volatile markets, perspective is everything. Drawing on the quirks of snooker, Edward Kennedy, Head of Marlborough’s Personal Portfolio Service, shares his…
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Vitality AI’s Managing Director Emile Stipp reveals AI’s transformative role in healthcare and insurance
Vitality’s AI‘s Emile Stipp explains how integrating artificial intelligence (AI), behavioural science, and trusted data is reshaping insurance, risk management and client…
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
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CIExpert’s Paul Roberts explains how critical illness cover is evolving for 2025
In an upcoming special edition New Insurance and Protection episode of IFA Talk, IFA Magazine’s Meg Bratley and Sue Whitbread are joined by Paul Roberts, Propositions and…
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How CI bridges the gap between life and income protection – Scottish Widows
With survival rates improving and consumer duty driving clearer, fairer outcomes, advisers now have an opportunity to reframe CI as an integral…
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How advisers can help close the financial literacy gap by engaging young people early and focusing on five practical money essentials
Financial literacy in the UK is still patchy at best, with too many young people left to figure money out by trial…
IFA Talk Mortage and Property is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Mortgage and Property professionals.
