mortgage broker
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2,000 set to attend PFS National Conference 2025
Over 2,000 financial planning professionals, exhibitors, speakers and members of the media are registered to attend the Personal Finance Society’s (PFS) National…
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How advisers can help close the financial literacy gap by engaging young people early and focusing on five practical money essentials
Financial literacy in the UK is still patchy at best, with too many young people left to figure money out by trial…
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FE fundinfo acquires Contengo, introducing a unique command centre module for financial advisers
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the acquisition…
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Rosemount Financial Solutions (IFA) adds 16 new advisers in growth drive
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, added 16 new advisers to its ranks in Q3, representing another…
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Fidelity research shows advisers only spend one-third of their day with clients, and AI could unlock the ideal workday
Administrative and compliance responsibilities continue to dominate advisers’ workloads, according to the latest IFA DNA study from Fidelity Adviser Solutions. The annual research highlights how advisers…
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Bridging the AI trust gap: EV’s Chet Velani on why human insight remains the beating heart of financial advice
By Chet Velani, Managing Director at EV As artificial intelligence reshapes financial advice, the real differentiator won’t be speed or scale, it’ll…
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Artificial Intelligence bubble: How much longer can the rally continue?
The Artificial Intelligence boom has driven global equity gains, though bubble concerns persist. Daniel Casali, Chief Investment Strategist at Evelyn Partners, notes…
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Dynamic Planner achieves industry-first AI certification and adds new strategic hires to accelerate AI and data growth
Dynamic Planner, the UK’s leading digital advice platform, has further cemented its commitment to trusted AI, setting the industry standard and becoming…
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Rathbones Asset Management’s Thomson backs real-world winners of the AI revolution
Artificial intelligence (AI) is transforming industries far beyond Silicon Valley from eyewear and e-commerce to the infrastructure powering the digital economy, according…
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How AI can help IFAs meet Consumer Duty without losing the human touch
As the Financial Conduct Authority’s Consumer Duty raises expectations for fairness, consistency and documentation, advisers face growing pressure to balance compliance with…
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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.
IFA Talk Podcast – listen to the latest episode
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Guest insight |The new outsourcing: intelliflo’s Richard Wake why advice firms are increasingly turning to technology
As advice firms look to boost efficiency and client engagement, many are discovering that the smartest outsourcing decision isn’t to a third…
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Evelyn Partners recruits ex-pro rugby player to Edinburgh financial planning team
Evelyn Partners has appointed ex-professional rugby player Chris Dean to its Edinburgh financial planning team. Chris spent over a decade with Edinburgh…
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LV= marks 20 years of smoothed investment innovation
Investment, protection and retirement specialist LV= is proud to celebrate two decades since the launch of its first smoothed investment product, the…
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ComplyAdvantage unveils new platform to fight surging financial crime
ComplyAdvantage, today announces the launch of Mesh, an AI-native platform that unifies customer and company screening, customer risk scoring, transaction monitoring, and…
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Bottomline announces embedded AI agent to transform treasury and cash management
Bottomline, a global leader in business payments and cash management, has announced the forthcoming launch of an advanced AI agent integrated into…
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Hoxton Wealth acquires Manchester-based FA to expand its North of England presence
Financial advisory and wealth management firm Hoxton Wealth hasexpanded its presence in the North West of England with the acquisition of Haven IFA, a…
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Congratulations to all the PFS Personal Finance Awards 2025/26 winners – and a near miss for IFA Magazine!!
Winners of the Personal Finance Society (PFS) Personal Finance Awards 2025/26 were announced yesterday afternoon at a prestigious ceremony in London. The…
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Wealth management is a journey, not a transaction: Simplify’s Nick Clarke encourages intermediaries to rethink their client experience proposition
Simplify’s Nick Clarke explores how wealth management must evolve beyond a transactional model to meet the realities of modern life. Today’s clients…
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Triple Point supports Wilson Partners with £35 million to accelerate growth strategy
Triple Point Private Credit announce the expansion of its long-standing partnership with Wilson Partners, a leading accountancy and corporate finance firm, through a £35…
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mallowstreet launches self-service AI to help advisers lower the cost to serve, while enhancing the human connection
mallowstreet, the B-Corp behind the trusted adviser-tech platform SOFI, has launched a major upgrade. SOFI Self-Service is a new function that allows…
