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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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Four Basic Investment Principles
It’s easy to get swept up in the mood of the moment, says Neil Cowell, head of UK sales at Vanguard Asset…
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The FCA’s Enforcement Record
Lee Werrell, Managing Director of CEI Compliance Ltd, gives the FCA a C minus on its post-RDR enforcement record As we are…
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The Human Mind – More Reptile Than Reason
Our brains are wired up all wrongly for investing, says Stephen Spurdon. It’s a wonder we survive at all Many years ago…
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Six Steps To Networking Success
Greystone’s Christopher Barrat shows how to get the most from a networking session ‘To network’ is a verb that has changed…
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Jealousy? It’s a Terrible Thing
Richard Harvey Admits To Just A Touch of Penthouse Envy None of us likes to admit it, but (be honest) we all…
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What Diversification Really Means
Nick Samouilhan, multi-asset fund manager at Aviva Investors, puts the term “diversified portfolio" under the microscope. As independent financial advisers come under…
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Ludwig Von Mises – Almost A Legend
Born 1881 in Lemberg, Austria-Hungary (Lviv, Ukraine). Died 1973 in New York A multi-disciplinarian, unfortunately Philosopher, economist, sociologist, classical liberal and…
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Independence Under Attack
Gill Cardy Reflects on 25 Very Fast Months A week may be a long time in politics, but 25 issues of IFA…
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Conduct Risk – What Is It?
It’s Trendier than Miley Cyrus, says Lee Werrell. But What Exactly Is This New Buzzword All About? ‘Conduct Risk’ is the buzz…
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Wealthy Clients Need Different Strategies
Investment Strategies For the Well-Heeled Investor Can Look Quite Different, Says Kam Patel It isn’t every day that we discuss the…