Alan Vallance, the Chartered Insurance Institute’s new chief executive, has urged insurance professionals to make the most of the FCA’s Consumer Duty “to take greater control of our destiny.” Kicking off today’s (15 September) Chartered Insurance Institute Shaping the...
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Gloucestershire Business School and St. James’s Place come together to mark the launch of the Finance in Society Research Institute
The Finance in Society Research Institute launch event can be deemed a success as researchers and practitioners come together to mark the start of the new initiative. During the event held on Tuesday July 5, at the University of Gloucestershire Oxstalls's campus,...
Markets playing close attention to unfolding political drama – investment and tax experts comment on Zahawi appointment
Following yesterday evening's somewhat surprising news that two of Boris Johnson's cabinet ministers - Javid and Sunak - were resigning their positions, investment and tax experts share their views with us. In particular, they comment on what the appointment of Nadhim...
Podcast: the benefits of intergenerational financial planning with M&G Wealth’s Vince Smith-Hughes – episode #5
In this in-depth podcast led by IFA Magazine editor, Sue Whitbread, M&G Wealth's Vince Smith-Hughes discusses with Sue the benefits and possibilities that intergenerational financial planning can deliver for both clients and advice firms alike. During the...
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Over half of IFAs believe sustainable investing will most likely improve investment performance
For professional investors only A recent survey carried out by IFA Magazine in partnership with Invesco, has highlighted that whilst...
Cyclr raises £5.5m in funding from Praetura Ventures and Blackfinch
SaaS company Cyclr has raised £5.5m in a new funding round led by Praetura Ventures and Blackfinch Ventures (Blackfinch). Headquartered in...
SMEs to benefit from record funding as VCTs raise over a billion in 2021/22 tax year
Today the Association of Investment Companies (AIC) published the amount of money raised by VCTs in the 2021/22 tax year. VCT fundraising...
Rising inflation and escalating Ukraine crisis fuels £2.5bn fund outflows, according to IA data
Intense market uncertainty around rising inflation and tensions between Russia and Ukraine saw outflows from retail funds accelerate to...
Charles Stanley launches a new range of responsible model portfolios with a focus on ESG
Charles Stanley is pleased to announce the launch of a range of Responsible Model Portfolios designed for those looking for enhanced...
CII launches FutureMe to help professionals achieve ambitions
The Chartered Insurance Institute today launches FutureMe, a career development platform for insurance and financial planning...
Phoenix Group extends UK charity partnership with Samaritans after successful first year
Phoenix Group, the UK’s largest long-term savings and retirement business, has announced it is extending its charity partnership with...
PM talks of “bold plans” as Govt reveals important UK Energy Security Strategy
Today, the UK Government has released its long awaited document revealing its energy security strategy for the next decade. With...
New data shows stamp duty holiday drove thousands to opt for marathon mortgages
New freedom of information data from the FCA gathered by Quilter, the wealth manager and financial adviser, reveals the government’s stamp...
FCA launches three-year strategy to improve outcomes
The FCA has launched a new strategy to improve outcomes for consumers and in markets throughout the UK. As the FCA’s remit is broad and...
Are managed portfolio services the answer for IFAs?
Compliance consultant Tony Catt shares his latest thinking on Managed Portfolio Services and why he believes they represent a win-win for...
A new Europe in the making: analysis from RBC Wealth on the economic impacts of the Russia-Ukraine war
Frédérique Carrier, Head of Investment Strategy in the British Isles and Asia at RBC Wealth Management Longer term, the Russia-Ukraine war...
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