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Protection Guru calls for a major rethink of how the protection industry engages with wealth advisers
Following the launch of the first Consumer Duty Alliance (CDA) Protection Forum, facilitated by, Protection Guru, the multi award-winning…
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The evolution of Paraplanners: Mentorship, motivation and success strategies with Sam Patterson
In the often fast-paced and high-pressure world of financial services, in many cases, paraplanners are working behind the…
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Homeowners could nearly double their retirement savings by combining pensions and property wealth
New analysis of Office for National Statistics (ONS) data by Legal & General Retail has found that homeowners could…
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Guest blog | Novia’s Linda Johnstone reminds us of the ‘real world’ disconnect between women, wealth and financial services – and why failing to overturn it remains such a barrier
In her latest blog for IFA Magazine, Linda Johnstone, Novia Global’s Head of Investment Proposition, tells us why…
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CIO Perspective: Positioning for resilience in fixed income
By David Knee, Deputy CIO, Fixed Income at M&G Investments The last two years have challenged accepted economic…
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Three years of pension transfer regulations clouded by DWP inaction
30 November marked three years since the implementation of the Department for Work and Pensions’ (DWP) pension transfer…
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Navigating regulatory shifts and evolving charging structures in MPS
With the implementation of the Consumer Duty last year, it is interesting to consider how the various asset…
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ECB set to cut rates by 25bp in December
By Michael Krautzberger, Global Chief Investment Officer Fixed Income at Allianz Global Investors Euro area data suggests that…
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Quilter Cheviot focuses on REITs in third phase of investment trust engagement
Quilter Cheviot, the wealth manager, has announced the completion of the third phase of its long-term investment trust…
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Evelyn Partners Core MPS team adds Fidelity Special Situations in latest rebalance
The Evelyn Partners Core Managed Portfolio Service (MPS) team has added Fidelity Special Situations as a new holding…
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