IFA Magazine – Financial planning and investment news
Today’s News
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Number of people making lump-sum withdrawals from their pensions as soon as they can reaches post-pandemic high of 120,000
120,000 individuals made lump-sum withdrawals from their pensions as soon as they could last year*, up 10% on…
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Artemis: Why credit spreads aren’t as tight as they seem
UK investors sold down a net £1.24bn of bond fund holdings in April, the second-worst month on record,…
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FSCS confirms 12 firms were declared in default in April and May 2025
FSCS has confirmed that the 12 firms below were declared in default in the last two months –…
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What’s next for advice? Succession’s Graham Nicoll on culture, consolidation and closing the gap
In an ever-evolving world of financial advice, change is the only constant. Whether it’s the wave of consolidation…
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Stephens: How will M&A transform the asset management industry in 2025?
The asset management industry is in the midst of a significant transformation. Fee pressure, regulatory demands, and technological…
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Small firms feel the crunch when reviewing investment partners
When it comes to assessing and monitoring potential and current managed portfolio service providers, smaller firms are feeling…
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The AI paradigm shift: How AI is fundamentally redefining business operations, competition, and growth
As AI accelerates from niche innovation to foundational infrastructure, financial advisers must understand the transformative impact this technology…
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How client listening can fuel business development for professional services firms
In the following insight, Paul Roberts, CEO of MyCustomerLens, explores how new methods of AI-driven client listening can…
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What the Spending Review means for advisers and clients – industry reaction
Chancellor Rachel Reeves has now delivered her much-anticipated Spending Review, setting out the government’s funding priorities for the…
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Spending Review lands: What mortgage and property professionals need to know
Chancellor Rachel Reeves has now unveiled the government’s long-awaited Spending Review, focused on ‘renewal’ which outlines plans for…
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