Long read
-
Changing times for dental professionals – time for a financial review?
Specialist insurer Dentists’ Provident, looks at the changes affecting dental professionals and why now could be a great time for advisers to…
-
Taking a modern approach to sustainable multi-asset portfolios
Written by James Purcell, co-author of Sustainable Investing in Practice If we cast our minds back to the early 2010s a typical…
-
Square Mile Academy of Funds: Ratings Round-Up for March 2023
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 79 interviews with investment professionals from 37 asset management groups over…
-
FCA sets clear plan for next 12 months
In its Business Plan 2023/24, the FCA has set out an ambitious programme for the next 12 months to achieve better outcomes for…
-
Cyclical Outlook Key Takeaways: Fractured Markets, Strong Bonds
By Tiffany Wilding, North American Economist, and Andrew Balls, CIO, Global Fixed Income, at PIMCO In today’s uncertain economic environment, it’s especially…
-
Dealing with high inflation and the rising income tax take as part of the financial planning process
Andrew Storey, Group Innovation Director at EV, reminds advisers and paraplanners why it is so important to make robust and up to…
-
Invesco: The market’s mood has improved. Will it last?
Written by Kristina Hooper, Chief Global Market Strategist at Invesco In the United States, the third month of the year brings with…
-
How to weigh up dividends as a source of income – Tim Bennett, Head of Education at Killik & Co
As interest rates and inflation have risen, so too has the appetite to find reliable sources of income. One of the most…
-
Rathbones announces combination with Investec Wealth & Investment UK
The Boards and Management of Rathbones Group Plc and Investec PLC have announced that they have entered into a definitive agreement regarding…
-
Heightened economic uncertainties call for a certain humility & caution in portfolio positioning: analysis from Kingswood’s Thompson
In his latest weekly economic update, Rupert Thompson, Chief Economist at Kingswood, analyses market reactions to recent events and identifies upcoming market…
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.
