Partner Insights
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Going for growth with EIS
For professional advisers and paraplanners only. Not to be relied upon by retail investors. When the economic environment gets more challenging, you’d…
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MAF 2.0: Why expertise, ESG and value for money must be part of the package
A successful multi-asset fund is not just a random collection of different securities. The Aviva Investors Core MAF range is driven by…
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Why With Profits could be key to meeting clients’ appetite for risk
Meeting clients’ appetite for risk is fundamental to delivering suitable advice. The challenge is building a portfolio to accommodate this, while still…
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Wesleyan: Putting investors’ needs first
Wesleyan, the financial services mutual that has stood strong for over 180 years, is focused on putting investors’ and fund holders’ needs…
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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Why is now the perfect time to use Flagstone’s cash deposit platform?
In a three-part series with IFA Magazine, Flagstone‘s Head of Relationships and Business Development, Claire Jones explores how using Flagstone can help advisers…
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Where next for Fixed Income?
M&G Public Fixed Income Team A better starting point for bonds in 2023 Bond markets experienced one of their sharpest sell-offs on…
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How might the major asset classes unfold in 2023?
We bring you edited highlights of IFA Magazine’s insightful live webinar with Brooks Macdonald which took place earlier this month – and…
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Is MBO the way to go for IFAs?
Wealth Holdings are specialists focusing on mergers and acquisitions, succession planning and post-deal integration in wealth management and financial services businesses. In…
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How Flagstone benefits advisers – and their clients
In a three-part series with IFA Magazine, Flagstone‘s Head of Relationships and Business Development, Claire Jones, explores how using Flagstone can help advisers…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
