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Subscribe now to receive your complimentary monthly print edition of IFA Magazine – featuring fresh insights, expert commentary,…
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Quilter Investors: Trump tariffs take US market by surprise prompting sell-off
With Trump’s tariffs on many investors’ minds right now, Lindsay James, investment strategist at Quilter Investors has shared…
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Guinness VCT expands investor access through partnership with Hargreaves Lansdown
Guinness Ventures has announced that its Venture Capital Trust (Guinness VCT Plc) is now available on Hargreaves Lansdown’s…
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Unbiased connects UK financial advisers to £37 billion of assets in 2024
Unbiased, the UK’s leading platform for matching people with qualified financial experts, has reported a strong 2024, with…
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Ten signs it’s time to sell your IFA firm
Is now the right time to sell your IFA business? With the IFA market currently experiencing high valuations…
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TYE 2025: Karl Leitelmayer from Premium Credit explains why spreading the cost of Corporation Tax makes good sense
With Corporation Tax year ends hitting an estimated 25% of UK limited firms at the end of March,…
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Collidr launches MPS portfolios starting at 7 bps
Collidr, the AI-driven discretionary investment manager, has launched a suite of ready-made, easy-to-implement model portfolios – Select Portfolios. …
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Financial Services starts 2025 strong with rising customer satisfaction – Smart Money People’s Trueman tells us why
January brought a surge in financial services satisfaction, with scores climbing across products. But to sustain momentum, providers…
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Are you using online enquiry forms in your IFA business? If so, MoneyPenny’s Hannah Stringer highlights a practical solution
You’ve done your research, filled in an enquiry form on a business website and explained what you need,…
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The name’s Bond: Transact’s Mark Fenlon explores whether investment bonds are the 007 of financial planning – or not?
Amid last year’s budget speculation, rumours circulated that capital gains tax (CGT) rates would be aligned with income…
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