This article is featured as part of our week-long series looking at awareness and practical advice to support the Mental Health of those working across the financial services sector. Julie Simpson, Compliance and HR Manager at YFM Equity Partners (YFM), explains how...
Featured
M&G’s Les Cameron: “If inflation remains high it will mean more pain for those saving for and in retirement”
Les Cameron, retirement expert at M&G Wealth, shares his views on how he sees UK inflation affecting retirees. Les Cameron (pictured), retirement expert at M&G Wealth, says: “CPI inflation has hit a 30-year high at 5.4%. For those saving for retirement their...
Advisers must consider trusts ahead of looming tax storm
By Debbie Lumsden, private client director at VG As we begin 2022 with Covid-19 continuing to cause widespread disruption and economic uncertainty, it is hard to know what this year will hold. However, there is one action advisers should be considering as a priority...
Risk v return: as Covid-19 enters the endemic phase, how can advisers support their more risk-averse clients’ needs for investment returns that can satisfy not only their objectives but also their risk tolerance levels?
It was only a matter of weeks ago, in late November 2021 when the World Health Organisation (WHO) designated the latest Covid-19 variant B.1.1.529 a variant of concern following its discovery in Southern Africa. Now well known by the name Omicron, in a few short weeks...
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Turning a client testimonial into a clincher
It must have been said a thousand times now - the pandemic and subsequent lockdown has inspired advisers and planners to change the way...
The dark side of analyst estimates and forecasts
On Friday 5 June, in the face of growing Coronavirus cases and a worsening domestic (and global) economy, all three major US indexes made...
Too big for BBLS, too small for CBILS
The initial shock of the Pandemic is over but giving way to the second wave. Chancellor Rishi Sunak is urgently directing his gaze to...
Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP likely to be suitable...
The story of the ISA and the latest state of play
Individual savings accounts (ISAs) were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt...
Making a difference (and a return)
M&G Positive Impact fund – embracing the Sustainable Development Goals framework
Accentuating the positive
Editor of Hub News, Cherry Reynard, interviews Fund Manager John William Olsen on the launch of M&G’s new Positive Impact Fund. This interview first appeared in Hub News Issue 40
Leading Mortgage expert comments: The property market signal given by HSBC’s controversial decision
Ray Boulger is one of the most respected commentators on the mortgage market in the UK. IFA Magazine had the chance to discuss what HSBC's...
The Murmuration of Markets: Don’t be a Starling.
What happens when markets move from utility trading to speculation mode? The rules change: Do you know what those rules are? If you are...
Stocks & Shares, Art, Antiques and Property: Peak Uncertainty – Even Elon Musk is off by 245%
Normal life, so say, returns when the nation's kids go to school, and our young adults flood off to Universities in unprecedented numbers....
Terminal reputational damage?
Kerrranggg! What was that? No, not the opening chord of a heavy metal anthem, but the sound of exalted reputations hitting the concrete. I...
Synthetic replication may offer a structural advantage
In brief: For index exchange-traded funds (ETFs), synthetic replication has recently gained equal footing with physical replication and,...
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