Long read
-
What to consider when selling your IFA business – ValidPath
Angus MacNee (pictured), CEO of ValidPath, outlines a five step plan for success For most IFA business owners, retiring from or selling…
-
HSBC launches 3.99% five-year mortgage rate – reaction
HSBC has launched a 3.99% five-year (re)mortgage rate. Free PR platform, Newspage, sought the views of brokers around the UK. Imran Hussain,…
-
FTSE 100 record high review: contrast of Fed raising interest rates, hawkish central banks and S&P 500 firings, Mazars reacts
Following Friday’s FTSE 100 all-time high, George Lagarias, Chief Economist at Mazars looks at how the wider economic performance is somewhat in…
-
Proposals to scrap pension 25% tax-free lump sum and levy IHT on pots could undermine retirement plans
The Institute for Fiscal Studies today released a number of proposals for the reform of pensions taxation, including scrapping the 25% tax-free lump…
-
How social media can support firms’ Consumer Duty data strategies – Jamie Botha
Written by DataEQ’s Jamie Botha The Financial Conduct Authority (FCA) recently published a review of firms’ progress in implementing the Consumer Duty…
-
M&A deals for IFA firms up 11% in past year – record high of 440 acquisitions
The number of M&A deals targeting UK financial advisers and wealth managers has risen 11% from 398 to a record high of…
-
8 simple ways to spot a broadband scam call, according to experts (+ how to prevent them)
According to the ICO, broadband scams rank as the most common scam type, with 1,730 broadband-related nuisance calls between December 2021 and May…
-
Study finds retail investors plan to switch investments into funds with a strong carbon neutral footprint
Some 28% of UK retail investors believe over the next five years, they will increasingly switch money from funds where they are…
-
Who is the England v Scotland of the asset management industry?
A classic rivalry: why the front and back offices must make amends and automate Murray Campbell, CASS business consultant at automated-reconciliation firm…
-
Choppy waters: overcoming investor anxiety
As 2023 gets underway and we look to the future, these are nervous times for many advisers’ clients. With little relief from…
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.
