Platform usage Defaqto asked advisers to advise, approximately, what percentage of new business they place 'on platform'. Their research indicates that 94% of respondents place 50% or more of their new business on a platform. This confirms the general, steady trend...
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Bonds for Change: Key Takeaways From PIMCO’s ESG Investing Report
We’ve entered a new era for ESG (environmental, social, governance) investing. The global pandemic revealed and magnified a range of social issues, while the threat of climate change is escalating. These have profound implications for investors and other stakeholders...
When love gets in the way of business: how to advise family businesses in protecting themselves from divorce
By Katie O’Callaghan, Family Partner at Boodle Hatfield Divorce is renowned for being one of the most stressful life events that an individual can face. When a divorce involves a family business, this stress is often magnified given that it can result in other family...
Challenges of shattering the ceiling in a male-dominated industry
By Jeanette Marais, CEO of Momentum Investments The infamous glass ceiling is just about as old as the tale of time. While I believe that we have made great strides in shattering this glass ceiling, there is still a way to go. I distinctly remember in the beginning of...
The direction of travel: PIMFA puts D&I under the microscope
Ahead of PIMFA’s second Diversity and Inclusion awards later this month, Liz Field, Chief Executive at PIMFA, shares a sneak peek with IFA...
RDR, ten years on
By Nick Eatock, CEO at intelliflo When the Retail Distribution Review (RDR) took effect almost a decade ago, it was accompanied by a...
Strength and sustainability in the platform market
Advisers have various considerations about strength and sustainability when selecting which platforms will provide their service to...
SFO on the ropes: Legal analysis from Adkirk Law’s Rachel Adamson
In this analysis for IFA Magazine, Rachel Adamson, Head of Fraud and Regulatory at Adkirk Law, argues that poor resourcing in the SFO has...
Which factors are driving advisers’ decisions around Multi-Asset Funds?
Sharing the results of the latest IFA Magazine reader survey, carried out in conjunction with Brooks Macdonald, we report on the criteria...
Jenson EIS Fund – Invest with a certified B Corp Fund Manager
EIS & SEIS Fund manager Jenson Funding Partners (“Jenson”), which invests in fast-growth companies from pre-seed to Series A, has been...
Can investing in armaments within ESG, sustainable & ethical fund options ever be justified?
Julia Dreblow, Founding Director at SRI Services and an ethical investing expert, shares her thinking on whether Russia’s invasion of...
Killik & Co comments on today’s emergency budget
Will Stevens, Head of Financial Planning at Killik & Co, has commented on today's emergency budget. “The removal of the additional...
Join the Octopus live online webinar
For advisers and paraplanners only, not to be relied upon by retail investors. Join the Octopus live online webinar Tax Planning In...
What does the FCA’s finalised guidance on consumer duty rules mean for advice firms?
Compliance Consultant, Tony Catt, gets down to the detail as he summarises what the Regulator’s new Consumer Duty Rules involve. He also...
The Three E Approach to ESG
Explore our rigorous three-E: exclusion, evaluation, and engagement – approach to investing in our dedicated ESG strategies and how we...
Why is platform research and due diligence so important?
Advisers understand the need for platform research and due diligence. It is in the best interests of business to carry out robust,...
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