acquisitions
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Launching new AI empowered training and development software
Training and Competence (T&C) supervision has always suffered from ‘swivel chair compliance’ with supervisors and auditors using disparate resources such as check…
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Angela Rayner’s tax regret highlights adviser lessons on professional negligence
Written by Jemma Brimblecombe (Partner) and Elliot Grosvenor-Taylor (Senior Associate) in the Professional Negligence team at Kingsley Napley LLP The headlines around…
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Kathryn Mansell appointed Head of Corporate Finance at Old Mill
South West financial experts Old Mill have announced the appointment of Kathryn Mansell as Head of Corporate Finance. Kathryn’s promotion reflects Old…
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Planning for the April 2026 business property relief changes – what do advisers need to know?
Written by Neal Lees, Director, and Richard Pott, Senior Manager – Buzzacott From April 2026, the rules on passing on a business…
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How AI is making financial advice smarter and scalable | Stu Breyer, mallowstreet
In his latest blog for IFA Magazine, Stu Breyer, CEO of mallowstreet, the B-Corp insights network behind SOFI, a proprietary AI tool…
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Cutting through the chaos to help advisers take back control of their tech | Nick Ryan and David Mills, Pilot Financial Systems
Frustrated by clunky, disconnected systems, advisers Nick Ryan and David Mills decided to build the solution they wished they’d always had. With…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject to regulatory approval from the Financial…
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Price and value two years on from Consumer Duty | Chris Jones, Dynamic Planner
Consumer Duty landed two years ago this summer, and its impact is now becoming clear, both in the evolution of culture and…
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The key impacts of Consumer Duty so far and what advisors can expect next | Stuart O’Sullivan, Protiviti UK
Consumer Duty has just passed its second birthday. How do we as an industry reflect on this regulation? Is Consumer Duty about…
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Who’s been IFA TALKing this month? A roundup of August’s podcasts
August was another busy month for us in the IFA Talk studio, providing a diverse mix of insights, expert guests and discussions.…
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IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
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7IM unveils powerful new Digital Reporting feature for advisers
7IM has launched the first phase of its next generation reporting suite, designed to give advice firms using its platform faster, smarter…
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Bluffs and bargaining inside the US-Japan tariff negotiations | Edward Cartwright, Arcus Investment
The US-Japan tariff negotiations highlighted Donald Trump’s preference for bluff and bargaining over outright confrontation, creating both political unease and fresh market…
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Iress teams up with Aviva to deliver fully online application process
Iress has partnered with Aviva to launch its new Guaranteed Fixed Term Income Plan, now available through a seamless online annuity quote…
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Inheritance on divorce: Legal expert shares update on recent changes
As the number of people depending on inheritances grows, recent guidance from the Supreme Court has clarified how courts will treat inherited…
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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike some,…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphill marketing battle. The study of…
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NS&I delivers £2.5 billion of Net Financing to the Government in Q1 2025-26
NS&I has reported today that it has delivered £2.5 billion of Net Financing to the Government in Q1 2025-26. The figure is part of…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle…
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Wealth managers picked for performance – and ditched for their fees
Wealth managers are being picked for their performance and abandoned for their high levels of charges, new survey research from Netwealth has…
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Summer of legal shakeups: what financial planners need to know
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how pre-marriage wealth, inheritance, and…
