Staying true to its charitable objective of developing high ethical standards for global practitioners in securities and investments, educational charity and professional body CISI has launched a new Certificate in Ethical Artificial Intelligence as part of its...
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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...
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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,...
Platform Research Annual Report (2022)
IFA Magazine is delighted to present the latest in our Annual Report Series, the Platform Research Report 2022. Written by our colleague...
Spot client planning opportunities in this tax planning webinar from Octopus Investments
Say a client wants to get out of the buy-to-let game. They would like to sell their rental property and use the proceeds elsewhere. But...
Expect further M&A acceleration in wealth management
By Hugh Elwes, managing director at Stephens; the opinions expressed in this article are those of the author As markets continue to digest...
The rise and risks of investing in Buy Now Pay Later loans – legal comment
The BNPL sector has witnessed a meteoric rise in popularity in recent years. BNPL provides consumers with immediate access to short to...
It’s time for a renewed focus on tax planning. Join the Octopus Investments webinar to find out more
For advisers and paraplanners only, not to be relied upon by retail investors. Tax receipts are on the rise. HMRC collected an extra £729...
Aegon: What the new Prime Minister could mean for your clients’ pensions and personal finances
The new Prime Minister will be announced on Monday 5th September. The biggest question is what support will be offered to households and...
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