Long read
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New tax year opens the door for stronger client engagement | Rosemount Financial Solutions
The start of a new tax year is more than just a reset of allowances and thresholds; it presents a valuable opportunity…
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Filling the space between passive and active investment approaches: Franklin Templeton’s Lisa Wang
With the long-running passive versus active investment debate showing little sign of resolution, a new middle ground is gaining traction, as the…
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From advice to execution: Part 3 of Patrick Murphy’s insights on the FCA’s simplified advice model
The FCA has recently published one of the most important consultation papers in years, on simplifying pensions and investment advice. Last…
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Manager insights | What the Iran conflict means for oil markets and energy equities – Guinness Global Investors
With US-Iran talks last weekend having failed to reach an agreement, the Strait of Hormuz is now effectively closed to energy exports…
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Unlocking liquidity: what advisers should know about asset-based lending
As borrowing conditions tighten and traditional lending becomes more constrained, advisers are increasingly seeing clients explore alternative ways to access liquidity. For…
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Protection isn’t an add-on, it’s the financial resilience portfolio foundation | Royal London
In this exclusive opinion piece for IFA Magazine, Gregor Sked, Senior Protection Technical Manager at Royal London, argues that protection should no longer…
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Strangled by delay: why landlords are waiting to invest in MEES compliance
Regulatory uncertainty around Minimum Energy Efficiency Standards (MEES) is becoming an increasingly important consideration for mortgage brokers and property professionals, particularly as…
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Opinion | The FCA is simplifying advice. But, asks Patrick Murphy, are we focusing on the right things?
The FCA has just published one of the most important consultation papers in years, on simplifying pensions and investment advice. Earlier…
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Manager Insights |Why infrastructure holds up amid Middle East inflation pressures
With so much uncertainty hitting the global economy as fears of inflation look to impact growth, Shane Hurst, Portfolio Manager, ClearBridge Investments,…
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Analysis | Are we overlooking whether Iran conflict could be the next ‘big wave’ to hit markets? Strait talking from Trium Capital’s Tonev
Considering the massive levels of uncertainty around the global economy as a result of the conflict in Iran, are markets being complacent?…

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