Featured
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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…
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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…
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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…
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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…
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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 Special Savings Accounts…
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Making a difference (and a return)
M&G Positive Impact fund – embracing the Sustainable Development Goals framework
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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…
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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…
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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…
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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…
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