Featured
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Is a change gonna come for EIS and SEIS?
As Chancellor Sunak prepares for his March Budget and the tax year-end looms, should advisers and paraplanners be bracing themselves for change…
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Better Business: tips for using stock photography
Practical tips from Faith Liversedge on the dos and don’ts of using stock photography to ensure your advice firm’s website maximises its…
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Converting to a limited liability partnership
How can you convert a partnership or limited company to a Limited Liability Partnership (LLP)? It may sound simple but it is…
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Diversification needs to become truly diverse
Has Covid-19 meant that the traditional ways of seeking diversification within an investment portfolio are outdated? 7IM’s Matthew Yeates suggests that a…
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Redesign to reignite
How are you planning your financial advice business for greater success in 2021? 2020 has been a tough year for us all…
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A financial history of COVID-19: is Sunak out of ammo?
In this series of articles, Paul Wilson takes a long hard look at how and when decisions have been made as the…
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How to generate referrals
Having a sound client acquisition strategy in place is a key element in successful financial planning businesses. As you consider your strategic…
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Supporting effective MPS due diligence
This is the final article in IFA Magazine’s popular series looking at the detailed research which has been compiled by compliance specialist,…
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The threat of team moves during uncertain times
We run the legal lens over the age old problems which often arise as a result of team moves. Employment law specialist…
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Why defence still makes sense
John Stopford, co-Portfolio Manager, Ninety One Diversified Income Fund. Before the pandemic the backdrop for markets and economies was already unstable.…
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