interview
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Viewpoint | Artemis’ Liam O’Donnell on why gilts might defy the UK’s doom-and-gloom outlook
The headlines don’t tell the whole story: UK gilts are undermining the prevailing doom-and-gloom view. Here, Liam O’Donnell, Head of Macro &…
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Gold tops £2,700 per Troy ounce for first time ever
Gold priced in the UK Pound topped £2700 per Troy ounce for the first time ever on Tuesday, rising 24.5% since the…
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Moneyfacts: Savers face shortage of bonds beating inflation
With fewer bonds beating inflation, savers risk missing out unless they act quickly to secure rates. Moneyfacts reveals the state of play in…
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The Platforms Association launches Transfers Workstream to transform transfers
The Platforms Association has announced the launch of its Transfers Workstream, an industry-wide initiative designed to make transfers between investment platforms faster,…
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Marloo: AI Assistant launches to save advisers from outdated ’90s software
AI assistant Marloo launches today for UK financial advisers frustrated by clunky 1990s software that fights them every day. These outdated systems…
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Why multi-asset funds can be a good option for first time investors
Investing for the first time can be a daunting prospect. Fear of losing money, lack of knowledge or confidence with the investment…
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Moneyfacts: Only a quarter of savings accounts can beat base rate
Moneyfacts UK Savings Trends Treasury Report data shows that, despite a cut to the Bank of England Base Rate (BBR) to 4%, only…
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How financial education is essential for empowering prospective buyers
Written by Ben Thompson, Deputy CEO, Mortgage Advice Bureau For many, the dream of owning a home is one that can feel…
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DFM Magnus launches three multi-asset funds for Wren Sterling clients
Wren Sterling’s discretionary fund management (DFM) business, Magnus, has launched three funds for clients of the group’s financial planners: the IFSL Magnus…
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Barnett Waddingham launches ‘Lighthouse’ to enhance investment monitoring for pension schemes
Leading professional services consultancy Barnett Waddingham today unveils Lighthouse, a new monitoring service designed to transform how pension scheme trustees and sponsors…
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Titan Square Mile launches a new MPS range focused on quality and value to deliver long-term client outcomes
Square Mile, now rebranded as Titan Square Mile, today announces the launch of a new distributor Model Portfolio Service (MPS), a powerful…
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2 in 5 fear investing due to lack of knowledge: 10 most Googled investment questions answered by experts
Poor financial literacy is costing 23.3 million UK adults an average of £20,000 compared to their more financially savvy peers. Over two…
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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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Quilter: HMRC’s new Lifetime ISA research shows just how confused its purpose has become
New HMRC research shows confusion over the Lifetime ISA, with savers split between using it for a first home or retirement. Quilter’s…
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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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Calastone: Investors shun record-high stock markets as £1.3bn flows out of equity funds in August
Equity funds saw £1.31bn of outflows in August, the worst since 2022, Calastone data shows, as investors pulled back from global and…
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Flexible, focused, and future-ready: multi-asset investing in 2025
As an adviser, your job is to help clients achieve their financial and lifestyle goals with confidence and clarity. Multi-asset funds have…
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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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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm BDO has shared its predictions…
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Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers access market-leading rates and diversify…
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