Investments
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Buying an IFA business – what does the process look like?
If you’re considering expansion through acquisition of another financial planning business, you’ll find this a useful summary of the process – written…
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Communicating the client experience #2: Ongoing communications between reviews
This is the second in a series of articles from Jon Pittham, Managing Director at ClientsFirst, aimed at improving how you communicate…
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Seneca further reduces equity holdings
Seneca Investment Managers has further reduced its equity holdings as the investment cycle reaches inflection point. Peter Elston, chief investment officer,…
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YFM Equity Partners backs £10m MBO of DSP
YFM Equity Partners, the specialist private equity fund manager, has backed the MBO of DSP Database Managed Services. DSP is a…
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Over half of UK businesses braced for revenue drop due to Brexit next year
Over half of UK businesses believe Brexit will trigger a drop in revenue in 2019. The is according to new research…
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Interest rates: “But no one should get too excited about this being a sign of things to come.”
Aberdeen Standard Investments Investment Strategist Luke Bartholomew: “This is no surprise. The economy has done just about enough for the Bank of…
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Interest rates: “Although today’s result may not be a huge surprise…”
Kevin Roberts, Director, Legal & General Mortgage Club: “Although today’s result may not be a huge surprise, interest rate levels remain close to…
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Hearthstone acquires eight new properties
Hearthstone Investments, the residential property investment specialist, has acquired eight new properties in a new development at Rowhedge Wharf, near Colchester,…
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One of world’s greatest whiskies sets new record
The Bowmore 1966 Samaroli Bouquet, one of the world’s most coveted and highly regarded whiskies, has been bought for a record-breaking…
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The use of video in financial planning part 2: the blocks which often stop advisers from using video
In the second of his series for IFA Magazine on the use of video, Dave Inglis of Gadget Line Films talks…
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