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Advisers and Financial Experts reveal their top financial gift ideas this Christmas
Company shares and Premium Bonds are among the most popular financial gift recommendations in the run-up to Christmas,…
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Dynamic Planner appoints Rowan Whittington as Growth Director for Tram to drive digital advice transformation
Dynamic Planner has appointed Rowan Whittington as Growth Director for Tram, marking a significant step in its mission…
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Charles Stanley: Top concerns for financial advice firms as retirement income market set for stratospheric growth
The spotlight on retirement advice and income is intensifying for wealth and advisory firms. The FCA is scrutinising…
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The Personal Finance Society (PFS) announces 2025 Roadshows
The Personal Finance Society (PFS) has announced a programme of Roadshows to be held across twenty-four locations throughout…
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Invesco’s asset allocation outlook for 2025: Cautiously embracing risk
Invesco’s Global Market Strategy Office (GMS) has published its annual asset allocation outlook for 2025, which outlines a…
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Blackfinch ‘understanding EIS’ survey winners revealed
Recently, IFA Magazine partnered with Blackfinch to run a survey focused on better understanding EIS and its intended…
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M&PI Podcast #12: Exploring opportunities in later-life lending with more2life’s Dave Harris
Welcome to this week’s Mortgage & Property Investment edition of IFA Talk! In this episode, we dive into…
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Financial Ombudsman Service sees complaints increase by more than 50%
Complaints about fraud and scams, current accounts and credit cards are at record highs, according to new figures…
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Orphan clients set to increase as advisers grapple with regulation and profitability, NextWealth finds
Almost three-quarters (72%) of advisers say they are ending relationships with more clients than usual, finds NextWealth. Termed…
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atomos appoints Joshua Gennet as Head of Investments
atomos announces the appointment of Joshua Gennet as Head of Investments. Gennet, who has held roles in derivative…
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