IFA Magazine – Financial planning and investment news
Today’s News
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Nearly all regulated firms at risk of financial crime without daily customer due diligence
New data reveals that more than nine out of 10 (92%) regulated firms do not carry out daily…
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Financial regulator finds wholesale data market can be improved
The Financial Conduct Authority (FCA) has today published the findings of its wholesale data market study, which examined competition in…
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Defaqto unveils world-class financial planning journey in a single, comprehensive package
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced an…
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Blatchford joins Wesleyan intermediary distribution from Quilter
Wesleyan, the specialist financial services mutual, has appointed Karen Blatchford as Managing Director of Dental, Direct and Intermediary Distribution.…
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Aegon analyses Chancellor’s three options for ‘income tax cut’ in Spring Budget
With intense speculation that the Chancellor will seek to cut taxes and increase net incomes ahead of the…
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Study reveals insurers boost scenario modelling spending as investment complexity increases
Insurers are boosting spending on scenario modelling, optimisation and testing in the face of rising investment complexity and…
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Budget hopes focus on ISAs and IHT but tax cutting scope is limited
Changes to ISA rules and possible reforms to Inheritance Tax rules are among the potential announcements in next…
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Nearly all regulated firms at risk of financial crime without daily customer due diligence
New data reveals that more than nine out of 10 (92%) regulated firms do not carry out daily…
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Rob Syrett becomes head of origination for development finance at HTB
Hampshire Trust Bank (HTB) has announced the promotion of Rob Syrett into its new head of origination role within…
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PFS announces new Board member and Vice Presidents
The PFS Board has announced the appointment of Ben Wright as a new Director of the organisation. Mr…
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