annual report
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Mortgage compliance teams could become more important, not obsolete
Written by Dawid Kotur, CEO of Curvestone Nobody knows exactly how AI will reshape mortgage compliance, but here’s one compelling vision: Mortgage compliance…
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Why education, engagement and inclusiveness are key to the future of financial advice | Truly Independent’s Cara Robinson
Education, engagement and inclusiveness aren’t just buzzwords – they could be the key to securing the future of the advice profession. In…
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Why US buyers are flocking to prime UK property – and how they can avoid tax traps
Written by Alexa Kordowicz and Leigh Sayliss, Directors at law firm, Lawrence Stephens. With more Americans than ever making the move to…
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Spotting the spin: JB Beckett on what advisers can learn from the world of Forensic Linguistics
In his latest, and highly thought-provoking, piece JB Beckett lifts the lid on Forensic Statement & Linguistic Analysis, the cutting-edge discipline helping…
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Investments need to work smarter as we work harder – HSBC Life
Written by Mark Lambert, Head of Onshore Bond Distribution, HSBC Life (UK) Limited Record numbers of over-65s are still currently working with…
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New access, new responsibilities: what private credit means for wealth advisers
Written by Marcel Schindler, Partner & Head of Private Debt, at StepStone Private Wealth Private credit has long been a cornerstone of…
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Risk, regulation and the future of advice
When someone’s spent nearly two decades at the FCA and helped shape the way firms are supervised, you listen. And when that…
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Preparing for retirement in the digital age: why financial education must rise to the challenge
By Fannie Wurtz, Head of Distribution & Wealth Division, ETF & Passive Business Lines Today, retirement has become one of the top…
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Guest insight | How platforms can help make sense of Europe’s investment landscape
Europe might still baffle diplomats, but it doesn’t have to confuse investors, says Novia Global’s Linda Johnstone. In her latest blog for…
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Closing the knowledge gap: individual & group critical illness cover
Written by L&G’s Vanessa Sallows, Claims & Governance Director, Group Protection – Retail Is the group Critical Illness Cover (CIC) market growth…
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IFA Talk Podcast – listen to the latest episode
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Adviser insight | Does financial advice really add value? You bet it does, says Truly Independent’s Katie Brinsden
While financial advisers will know there’s a world of difference between investing and gambling, clients often don’t. In her latest blog for…
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Why lifetime mortgages are becoming a critical IHT planning tool
Written by Dave Harris, CEO at later life lender, more2life Inheritance Tax (IHT) continues to prove a useful levy for the Treasury.…
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Neutral positioning seems prudent amid rebounding sentiment
Written by Philipp Bärtschi, chief investment officer at J. Safra Sarasin Sustainable Asset Management US economy still strong — but for how…
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The cost of indecision: when waiting for reform becomes a liability
Written by Mark Wilson, member of ALEP (Association of Leasehold Enfranchisement Practitioners) Many leaseholders today find themselves sitting on a financial time…
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5 challenges advisers face in first client meetings (and how to overcome them) by Melissa Kidd
Melissa Kidd is Director of Motem Ltd and has done some fascinating research into the challenges which advisers report having in conducting…
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Guest Insight | Time to regulate? JB Beckett asks is it time to reset the clock?
We’ve been here before but this time we’re older and apparently none the wiser about regulatory matters. In this, his latest blog…
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Re-thinking multi-asset portfolios – insight from Brooks Macdonald
As market dynamics shift in response to renewed inflation concerns, elevated US valuations, and a changing geopolitical landscape, multi-asset investors must rethink…
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Marlborough’s Nathan Sweeney highlights six key multi-asset considerations for today’s age of uncertainty
As macroeconomic uncertainty reshapes the investment landscape, traditional portfolio models are under strain. Nathan Sweeney, CIO of multi-asset at Marlborough, highlights six…
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IFA Magazine reader survey: what are advisers really thinking – and doing – about using multi-asset funds in 2025?
As readers will no doubt testify, multi-asset funds have long held their place in the investment toolbox for financial advisers and their…
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Government pushes ahead with pension IHT reforms
Written by Steve Berridge, IFGL Pensions Technical Services Manager On Monday, the Government announced that it was pushing ahead with its plan…
