NHS
-
A strategic and tactical business development roadmap for financial advisers | David Batchelor, Wills & Trusts Partnership Ltd
David Batchelor, Founding Partner of Wills & Trusts Partnership Ltd and co-founder of the Personal Finance Society, shares the lessons he’s learned…
-
From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
-
AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
-
Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated its first million in 2017.…
-
Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond redemptions and the first…
-
6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and grow their businesses. Drawing…
-
Wealth management and advice sector urges clearer, more consistent regulation to better support clients and unlock growth potential
A new study from PIMFA, the trade association for wealth management and financial advice firms, highlights the significant pressures firms face from…
-
NuWealth rebrands to Quilter Invest
NuWealth, the digital savings and investment platform which is part of FTSE-250 wealth manager, Quilter, has today rebranded as Quilter Invest. This…
-
AdvisoryAI whitepaper reveals path to triple advice firm valuation through AI-enabled efficiency
AdvisoryAI, winner of the Schroders Outstanding Innovation Award, today released research demonstrating how AI implementation can double adviser capacity and triple firm…
-
CISI marks World Financial Planning Day 8 October highlighting the CFP™ mark, the UK’s highest financial planning certification
Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and educational charity the CISI will join…
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
-
Luxury Engagements, luxury weddings, and… luxury divorces? Legal insight for advisers on supporting UHNW clients
Recent news of celebrity engagements – including that of Taylor Swift’s engagement to Travis Kelce – shines a spotlight on the intertwining…
-
Carla Brown elected PFS President for second year
Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, following her reappointment at the most…
-
Dynamic Planner strengthens Go-To-Market leadership team to accelerate growth
Dynamic Planner, the UK’s leading digital advice platform, has announced a series of senior appointments across its customer facing teams to further…
-
AJ Bell Investcentre launches suite of adviser tools from Mabel Insights
AJ Bell has announced the launch of a new suite of planning tools, developed in partnership with Mabel Insights, now available to…
-
Microsoft Excel turns 40: CFOs celebrate the technology’s contribution and predict its future role in finance
Microsoft Excel has turned 40 years old today, marking a milestone age for the trusted spreadsheet software. Initially released on September 30th,…
-
Fintel launches standalone distribution platform, Omnicore
Fintel has announced the launch of Omnicore, an intelligent distribution platform designed to provide a strategic conduit between providers and advisers. Launched…
-
Vanguard appoints Gillian Hepburn to expand UK adviser solutions offer
Vanguard today announced the appointment of Gillian Hepburn to the role of head of adviser solutions, UK. The appointment reflects Vanguard’s ongoing…
-
HSBC UK awarded ‘Advanced’ Mental Health Accessible rating
HSBC UK’s ‘Advanced’ rating is the second of three levels firms can achieve through the Mental Health Accessible programme (the bank reached…
-
The art of storytelling for financial advisers: Explaining money like a human
Financial advice is about more than numbers. It is about people, their goals and the stories that help them make sense of…
-
Criterion launches new industry standard to streamline investment Letters of Authority
Criterion, the independent integration standards body, has today launched its new Letter of Authority (LoA) Checklist standard for investment products. The new…
![[uns] business, handshake, appointment](https://ifamagazine.com/wp-content/uploads/2024/12/getty-images-S_E7-M2iyio-unsplash.webp)
