Long read
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Adviser focus | Truly Independent’s Katie Brinsden highlights why clients’ financial journeys and expectation management are key
In this, in her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent,…
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New FOS data reveals 70% jump in financial complaints
Complaints about financial products have increased by 70% in the past 12 months when compared to the equivalent figure from last year,…
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Adapting to change: how PruFund can help advisers deliver for clients
In this exclusive interview with IFA Magazine, Parit Jakhria and Adrian Gaspar from the M&G Treasury & Investment Office discuss the past,…
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Don’t Look Back in Anger active fund managers – passive and tech have been the best strategy since Oasis split
So now we know! After all the rumours doing the rounds over the weekend, news is out that the Gallagher brothers are…
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Guest insight: Sparrows Capital’s Head of Compliance looks at vertical integration within the advice sector, at potential conflicts of interest and the Consumer Duty
In this exclusive analysis for IFA Magazine, David Ogden(pictured), Head of Compliance at Sparrows Capital, shares his insight and raises interesting questions…
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Square Mile: Barometer of Fund Manager Sentiment
Square Mile’s team of analysts conducts regular meetings with fund managers running portfolios across a broad spectrum of assets. While informing Square…
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Here’s how to talk to your clients about financial vulnerability, advice from a clinical expert
Written by Beth Yolland-Jones, Clinical Expert at duty of care assessment company Comentis Even for trained clinical experts, identifying someone who’s at…
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Rate Cut Reality: Significant Portfolio Shifts Expected for 3 in 10 Investors
· Almost a third of investors have increased their exposure to cash in the past year in response to high interest rates. …
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All eyes on the US presidential election
Written by Huw Davies, Investment Manager in the Fixed Income Absolute Return team at Jupiter Asset Management Globally in 2024, more voters…
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Inheritance tax receipts hit £2.8 billion in first four months of the year – Industry Reaction
Inheritance Tax receipts for April 2024 to July 2024 are £2.8 billion, which is £0.2 billion higher than the same period last…
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