IFA Magazine – Financial planning and investment news
Today’s News
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AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights,…
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Guest insight | FCA’s record-breaking year of fines: how can companies stay compliant?
With FCA fines soaring to a record £176 million in 2024—a staggering 230% increase from the previous year—financial…
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Only the feeling that we have ‘reached a limit’ could allow equity markets to move on: State Street Global Advisors
Commenting on President Trump’s tariff announcement, Altaf Kassam, Europe Head of Investment Strategy & Research, State Street Global…
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Marlborough launches expanded multi-asset fund range with new funds and lower charges
Marlborough is launching an expanded multi-asset fund range with new funds added, significantly lower charges and an enhanced…
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April 5 tax deadline: key steps to not lose out on key savings
With the April 5 tax year end looming, time is running out to maximise tax breaks. Lubbock Fine…
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Ten years of pension freedoms: ten things people should consider when accessing their retirement pot
“It is almost a decade since the ‘pension freedoms’ reforms announced by former chancellor George Osborne in his…
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AI, productivity, and the future of financial advice
Written by Stu Breyer of Mallowstreet The conversation about Artificial Intelligence (AI) has moved on significantly over the…
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FCA needs to get “joined up on property wealth” – Key Later Life Finance
Key Later Life Finance, the UK’s leading equity release adviser, says the recent speech (published 28/03/25) by Financial Conduct…
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New data shows secured loans take first place as fastest growing segment post-pandemic in 2024 – Pepper Money
Secured loans, often referred to as second charge mortgages, have cemented their position as the fastest-growing segment in…
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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…
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