Partner Insights
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Four essential insights from intelliflo’s 2025 eAdviser index
We know that technology plays a crucial role in the success of advice firms. Since 2018, intelliflo’s eAdviser index has tracked how…
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Smoothed funds: charting a steady path through increasingly uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are put off by complexity…
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Investigating smoothed funds and their relevance in today’s uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are…
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Brooks Macdonald launches global MPS – broader horizons, broader choice
Neil Cowell, Distribution Director, at Brooks Macdonald, explains why they have launched Global MPS – a solution that’s designed to give you,…
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Adapting to the new retirement income landscape
By Andrew Lewis, Brooks Macdonald As the Senior Investment Director, Head of Wales and South West at Brooks Macdonald, I work to…
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Ten signs it’s time to sell your IFA firm
Is now the right time to sell your IFA business? With the IFA market currently experiencing high valuations and strong demand, deciding…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with Mark Devlin, M&G
In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers…
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Tax Efficient Investments Research | Annual Report 2025
Welcome to the Tax Efficient Investments Research Report 2025, the fourth and final instalment in IFA/GBI Magazine’s 2025 focused report series on the tax-efficient sector.…
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A new era for VCTs amid budget tax changes
Post-budget tax reforms and frozen allowances are reshaping investor sentiment, driving interest in Venture Capital Trusts. Offering tax-efficient planning opportunities, in the…
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