For professional advisers and paraplanners only. Not to be relied upon by retail investors. Jessica Franks, Head of Retail Investment Products, Octopus Investments Spiralling inflation at the same time as frozen inheritance tax allowances is having significant...
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Opportunities for deployment by tax year end: Haatch
As we approach Tax Year End we know that this is everyone’s busiest time in the tax efficient space. As advisers you don’t want to miss out on opportunities still available to your clients as part of their balanced portfolio. With that in mind we reached out to...
Change and opportunities: building back economic growth
In the final of a four part series, Managing Director Steve Preston takes us through his overview of a tumultuous year, but one from which common themes have emerged as we build back to our pre-pandemic economic levels. Despite all that has happened over the last few...
The main threats and opportunities to market growth in 2022
As 2022 begins, where are the main opportunities for market growth, and what key risks should you be keeping an eye on? Find out now in this exclusive Q&A with a leading Investment Solutions Director. Request access to the interview HERE
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Meal Kits: Climate Change Friend or Foe?
Klyzza Lidman, Investment Analyst at Aubrey Capital Management, investigates the ESG credentials of meal kit companies. During the UK’s...
How is this investment approach supporting the transition to a low carbon world?
The urgency of the climate crisis makes the EQ Positive Impact report more relevant than ever. Find out how this investment approach is...
PruFund Planet: know your client
Q&A: Highlighting some sustainable investing questions that are likely to emerge during your client discussions Sustainable investing...
Revisiting the world of Managed Portfolio Services 2021/22
In case you missed it, our 2021/22 comprehensive annual MPS report is available to download for all our Financial Adviser readers. This...
How not to scare clients with the wrong language
The ways in which financial advisers communicate with clients have been changing for years. But there’s still further to go according to...
Join Schroders at the upcoming Selection and Reporting in MPS webinar
Register now and join us for an in-depth discussion of the advantages for IFAs and their clients of using a Managed Portfolio Service....
Selection and Reporting in MPS – join Brooks Macdonald at the upcoming webinar
Register now and join us for an in-depth discussion of the advantages for IFAs and their clients of using a Managed Portfolio Service....
How can the EQ Investors Positive Impact report help you?
As they raise the bar for their own investment practices, EQ Investors invite their peers in the finance industry to join them. But does...
Multi-Asset and MPS: A Q&A with Brooks Macdonald’s Frank Atkins
Atkins heads up the Multi-Asset team at investment manager, Brooks Macdonald, and co-manages their MPS and Multi-Asset Fund range. Q: What...
Using a thematic approach in model portfolios
We talk to Ben Gilbert, lead model portfolio manager at Sarasin and Partners. Q1: What is unique about Sarasin’s investment philosophy and...
Welcome to IFA Magazine’s sustainable, low-emissions website
Welcome to IFA Magazine’s sustainable, low-carbon website, in association with Prudential & PruFund Planet. planet.ifamagazine.com...
GrowthInvest Adviser Hour: EIS & SEIS, Key Drivers and TrendsÂ
The award-winning Adviser Hour returns this Thursday 21st October at 10am , focusing on the EIS & SEIS market and investing with the...
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