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Juno becomes accredited financial planning firm
West Sussex-based Juno Wealth Management has become a CISI Accredited Financial Planning Firm. The status is conferred on the firm by the…
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Soapbox: Active v passive investing – neither’s better, and here’s why, argues Craig Palfrey of Penguin Wealth.
IFA Magazine’s regular soapbox feature invites individuals with strong opinion on a particular topic which is relevant to the world of financial…
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2017 – The year of living dangerously: Michael Wilson takes a look at ten of the biggest world events which look set to bring change to world politics – and economics too.
Will this be the year that we learn to love Donald Trump? The year that the European Union falls apart? The year…
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Controlling the craziness – Michelle Hoskin takes a good hard look at what it takes to thrive in today’s busy world.
I don’t know about you but I have come to the conclusion that life is bonkers (although I appreciate that this could…
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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…
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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…
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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…
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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…
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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…
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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…
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