Investments
-
Adviser spotlight – Marlene Outrim, UNIQ Family Wealth
In this popular monthly feature, IFA Magazine talks to leading advisers about what’s working well in their financial planning businesses. This month…
-
Better Business – Brett Davidson on the art of delegation
Everyone talks about delegating more, but it’s a difficult skill to master. Get it right, says Brett Davidson of FP Advance, and…
-
Brian Tora looks ahead to the new world order in 2017
Brian Tora considers some of the most significant events around the globe that are likely to impact in 2017, and warns of…
-
Year of reform – what does 2017 have in store for the UK advice profession? We ask Keith Richards, Chief Executive of the Personal Finance Society, to share his plans for what he believes will be an exciting year ahead.
Let’s start by taking a quick look back at last year. 2016 will be remembered as a year of unprecedented political and…
-
What is the safe withdrawal rate from pensions? White paper from Investec Structured Products asks whether 4% is still the magic number.
It is more than 20 years since William Bengen produced his ground breaking research into “safe withdrawal rates” for pension pots. The…
-
The time for action -pension freedoms are all well and good for those who have the sense to use those freedoms appropriately. However, they present an open door to scammers and unwary consumers which advisers can help to close suggests Richard Harvey
Although the government’s proposed ban on pension cold calling means IFAs now have even greater influence in advising clients to steer clear…
-
AFH buys assets of Aberdeen Wealth Management and Shield Direct
AFH Financial has acquired the assets of Aberdeen Wealth Management and Shield Direct. AFH paid a maximum of £556,500 for Aberdeen Wealth…
-
Bellpenny acquires EFG IFA
National wealth management firm Bellpenny has acquired EFG Independent Financial Advisers, part of EFG Private Bank, for an undisclosed sum. The acquired…
-
Tenet launches new PII scheme
Tenet, the Leeds-based adviser support group, has launched a new professional indemnity insurance (PII) scheme for directly authorised advisers. Tenet says it…
-
Five things you need to know about investing in oil
Do you know your OPEC, from your Crude? Here, courtesy of ETF provider WisdomTree, are five things you need to know about oil, before…
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.