The latest edition of IFA Magazine is live now. For many advisers and their teams, March mainly means one thing – the rush for the line as the end of the tax year comes into view. As the silly season kicks in, advisers and their teams are at their very busiest...
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IFAM 120 | Are you ready for Consumer Duty? July/August 2023
After years of planning and preparation, the biggest regulatory change for almost a decade is almost upon us. Of no surprise to IFA Magazine readers is the fact that 31st July will see the final deadline for the FCA’s Consumer Duty. It is crucial that advice...
The Final Countdown: IFA Magazine’s June edition is live now
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a song title for this column. Mind you, although this particular song isn’t exactly a favourite of mine, I feel that its title does resonate...
IFAM 118 | A spotlight on Multi-Index | May 2023
The merry month of May And so begins the merry month of May. With three bank holidays in just one month that’s one thing to help many of us feel merry even if it does put a bit of extra pressure on businesses to continue to deliver. Of course, whether it will be...
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98% of big emitters’ financial statements surveyed do not sufficiently acknowledge climate risks
Of 134 multi-national companies responsible for up to 80% of corporate industrial greenhouse gas emissions, 98% did not provide sufficient...
Millennials think they have the Midas touch when it comes to investing, says new research
Millennials are more bullish than any other age group when it comes to predicting their own investment returns, new research shows....
TISA calls for new secondary regulatory objective to promote the financial wellbeing of UK households
Ahead of the Committee Stage of the Financial Services and Markets Bill, The Investing and Saving Alliance (TISA), the cross-industry...
FCA warns over Derren Brown-style ‘misdirection’ scams risk as a quarter of savers eye early pension access during cost-of-living crisis – AJ Bell
Written by Tom Selby, head of retirement policy at AJ Bell As inflation tightens its grip on Brits’ finances and millions of households...
CISI’s UK financial planning community supports the FPSB’s 6th Annual World Financial Planning Day
For the sixth year, CISI, the not-for-profit, global professional body for those working in financial planning, wealth management and...
EQ Investors model portfolios added to AJ Bell Investcentre
EQ Investors, the B Corp discretionary fund manager, has announced that its range of sustainable model portfolios are now available to...
A growing interest in platform research
Platform usage Defaqto asked advisers to advise, approximately, what percentage of new business they place 'on platform'. Their research...
A multi-billion pound investment catalyst
Over the next five years M&G aims to invest up to £5 billion in privately-owned enterprises that are tackling environmental and social...
Musk proceeding with Twitter deal “feels like a classic distraction tactic” – reaction from Mirabaud Equity Research
Neil Campling, head of TMT research at Mirabaud Equity Research, said: "Elon Musk is to proceed with his Twitter deal. The simple...
Succession Wealth acquires G+E Wealth Management; exceeds £10bn in client assets
Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced the acquisition of G+E Wealth...
Property fund cash levels solid for now, but could be tested if panic sets in
Following the news around potential liquidity issues with property funds and the IMF’s warning around illiquid assets Oli Creasey,...
Wesleyan urges immediate government action on NHS Pension solutions
Wesleyan is calling for immediate action from the government to implement its new proposed changes to NHS pension rules, as it releases...
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