IFA Magazine – Financial planning and investment news
Today’s News
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The Price of Freedom? While most value Pensions Freedoms, many worry about their long-term financial security according to Standard Life
As the ten-year anniversary of the introduction of Pension Freedoms approaches, new research from Standard Life, part of Phoenix…
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FE fundinfo launches dataset on Snowflake Marketplace to enable next-level data connectivity for asset and wealth managers
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific,…
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Rathbones Asset Management adopts SDR labels on two funds
Rathbones Asset Management Limited (RAM) announces it is to adopt the ‘Sustainability Focus’ label, under the Sustainability Disclosure…
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Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value…
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VCTs at 30: An enduring success story
It’s hard to believe that Venture Capital Trusts (VCTs) are celebrating their 30th year. These tax-advantaged vehicles were…
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STEP release: global ‘attitudes to Wealth’ report published on attitudes to wealth and tax
STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP…
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Tax year 25/26: What advisers should shine a light on with clients…
We brought you pre-end-of-tax year advice, and now it’s time to look forward past the 6th of April…
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Ten years of fully subscribed cash ISA investment would leave you with just £213k
Saving £20k per year in cash ISAs for the last ten years would have left you with just…
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Global Markets, Sentiment Shifts, and Smarter Investing – with Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve…
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Why holding too much cash could be costing more than you think, according to AJ Bell’s Laura Suter
Cash savings feel safe. That’s the main reason so many people default to them, even when history shows…
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