Investments & Savings
-
EIS-backed turnaround delivers 75x investment return in five years
An Enterprise Investment Scheme that backed an online learning business has given investors a 75x return on their money in a little…
-
IFA 68 | May 2018 Issue is Here
Stay in May And watch the play, say some observers. Have they got a point? We’re delighted to announce this issue is…
-
One of world’s oldest wines to sell for £15,000/£20,000
A wine that Louis Pasteur, the ‘Father of Microbiology’, is said to have drunk to celebrate his election to the Academie…
-
Financial Planner case study – Magenta Financial Planning
Which aspects of technology are particularly helpful to a financial planning business? Gretchen Betts, Managing Director at Magenta Financial Planning, tells us…
-
GDPR and its implications for advisers
Steve Andrews, Head of Managed Services at Focus Solutions, shares some practical measures to help you make sure your business complies with…
-
Better Business – Modern Marketing
With today’s technology presenting so many marketing opportunities, why do financial planning firms find effective marketing to be such a challenge? Brett…
-
How technology is changing client communication
Sam Turner, Head of Digital at ClientsFirst First there was email. Then came social media. And then came… MiFID II?! Changes to…
-
Sanlam UK launches AIM IHT service
Sanlam UK has launched an Inheritance Tax (IHT) Service which, it said, will enable clients to mitigate IHT liabilities and generate…
-
Financial Planner case study 2 – TFP Financial Planning
Casey Mills, of Essex-based TFP Financial Planning, gives some insights into how the firm uses technology on a day to day basis…
-
Kuber appoints Jenny Dalgarno as Sales Manager
Kuber Ventures has appointed Jenny Dalgarno as Sales Manager. Dalgarno has over 15 years financial services experience largely in sales and including…
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.
