IFA Magazine

After two years in the making, NS&I’s new online portal has been greeted warmly by the adviser community.  Andrew Pike,...

This article is part of our special focus on the use of technology in financial planning In this article, Michelle ...

This article is part of our special focus on the use of technology in financial planning Your website is your...

This article is part of our special focus on the use of technology in financial planning Technology is driving change...

Changes to legislation in recent years have brought big changes to the way advice is delivered for clients in the...

There is little doubt that the world of financial planning and advice has becoming increasingly driven by technological advance. However,...

You’ve got to tell your team Great businesses know that having an engaged team at their core is a key...

With platforms set to issue new cost and charge statements to investors imminently, Mike Barrett of the lang cat argues...

Compliance consultant Tony Catt reviews the FCA’s IPMS and suggests that its main focus on improved switching should benefit both...

As an adviser, how can you ensure that you meet your clients’ needs by making use of the similarities and...