Investments
-
Seneca offers investors BR qualifying investment
SME specialist Seneca Partners now offers investors a Business Relief (BR) qualifying investment with the option to invest for income, paid…
-
Octopus enables people to invest in VCTs for first time through their ISA
Octopus Investments, the largest provider of venture capital trusts (‘VCTs’) in the UK, is enabling people to invest in VCTs for…
-
Mobeus VCTs open new share offers to raise up to £80m
The Mobeus VCTs, currently predominantly invested in management buyouts of established profitable companies, are opening new share offers to raise, in…
-
FOLK2FOLK loses CEO
CEO Jane Dumeresque is to leave P2P lending platform FOLK2FOLK this month. In a statement from FOLK2FOLK, no reason was given…
-
Developing profitable introducer relationships for your financial planning business – Matt Anderson, The Referrals Academy.
Leveraging the networks of other quality professionals to generate new business is still a relatively underutilised strategy by most IFAs and…
-
Times like these – adviser recruitment in 2017. Steve Preston, Heat Recruitment
As we head into the final quarter of the year, when it comes to adviser recruitment things are looking up for IFAs.…
-
Platform due diligence – Mark Polson with the dos and don’ts of getting this process right
How can you make sure you have constructed a robust process within your financial planning business for platform due diligence? Mark Polson…
-
“If you break it you own it…”Mike Mount, of JM Finn, gives an alternative view about the benefits for advisers and their clients of outsourcing the investment management process
Setting up and running an in-house investment proposition, whether on an advisory or discretionary basis, is a lot of spadework. Practical considerations…
-
Transition planning; why it is the marriage that really matters – and not just the wedding
Louise Jeffreys, Managing Director at Gunner & Co., suggests that building a lasting, trust-based relationship with your business buyer is just as…
-
The adviser’s guide to digital marketing #5 – Sam Turner on how to get online reviews and put them to best use
The final instalment in a five part series on improving your digital marketing, by Sam Turner of ClientsFirst Online reviews – what…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.