Partner Insights
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Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin
In this week’s episode, Matt and Jenny dive into the world of MPS with expert James Giblin, a Multi-Asset Fund Manager at…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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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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