Exclusives
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Price and value two years on from Consumer Duty | Chris Jones, Dynamic Planner
Consumer Duty landed two years ago this summer, and its impact is now becoming clear, both in the evolution of culture and…
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The key impacts of Consumer Duty so far and what advisors can expect next | Stuart O’Sullivan, Protiviti UK
Consumer Duty has just passed its second birthday. How do we as an industry reflect on this regulation? Is Consumer Duty about…
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Who’s been IFA TALKing this month? A roundup of August’s podcasts
August was another busy month for us in the IFA Talk studio, providing a diverse mix of insights, expert guests and discussions.…
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Bluffs and bargaining inside the US-Japan tariff negotiations | Edward Cartwright, Arcus Investment
The US-Japan tariff negotiations highlighted Donald Trump’s preference for bluff and bargaining over outright confrontation, creating both political unease and fresh market…
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Inheritance on divorce: Legal expert shares update on recent changes
As the number of people depending on inheritances grows, recent guidance from the Supreme Court has clarified how courts will treat inherited…
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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike some,…
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Summer of legal shakeups: what financial planners need to know
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how pre-marriage wealth, inheritance, and…
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Why platforms are the real building blocks of value and why advisers need them more than ever | Linda Johnstone, Novia Global
Platforms might not be the most glamorous part of financial services, but as Linda Johnstone, Head of Investment Proposition at Novia Global,…
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The power of cover upgrades: demonstrating real benefits for existing clients
Written by Jo Penrose, Head of Proposition, at Guardian Treating existing customers fairly can sometimes feel like something companies pay lip service…
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Adviser insight | IFAs must make the case for independence to deputies says Rosemount FS’ Ahmed Bawa
Written by Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) There is a lot of responsibility involved with playing the role of legal…
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