IFA Magazine – Financial planning and investment news
Today’s News
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atomos acquires IFA business Equanimity Independent Financial Advisers Limited
atomos, the advice-led wealth manager, announces the acquisition of North London-based financial advice business, Equanimity Independent Financial Advisers Limited.…
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Canopius deepens Equality, Diversity and Inclusion commitments with appointment of global strategy leader
Canopius, a leading global specialty (re)insurer, has appointed Lucy Bennett as Head of Equality, Diversity and Inclusion (EDI).…
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Brooks Macdonald becomes latest appointment to SimplyBiz’s Risk Controlled solutions range
SimplyBiz has announced that Brooks Macdonald’s Risk Controlled Model Portfolio Solutions are the latest addition to its Risk…
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Achieving lower volatility in portfolios for a sustainable income
Riccardo Spella, Sales Director at M&G plc Yep – Times they are a-Changing. As the saying goes the…
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Government confirms Autumn Statement date with all eyes on inflation data
The government has confirmed this year’s Autumn Statement will take place on 22 November, with the pledge to halve inflation…
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EIS On Trial – is EIS worth your investment?
Join GBI Magazine as we put EIS on trial. Hear from a courtroom of experts in the financial…
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Mortgage advisers report significant increase in consumer demand for GI advice
Almost three in five advisers (57%) state their clients are actively seeking advice on general insurance (GI), with…
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How tech is bridging the intergenerational investment gap
By Daniel Leis, Director, Institutional Sales, Saxo UK Private wealth managers are facing one of the most important…
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It’s just business, but being fired by a client can still sting for advisers: Morningstar research reveals WHY it happens and what you can do to avoid it
Morningstar’s Samantha Lamas and Danielle Labotka explain some of the key details of research they’ve recently carried out…
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Mental health support & GP access top priority for businesses
Intermediaries have stated that employers are prioritising mental health support for employees, according to new research from not-for-profit…
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