Short read
-
Making the most of ISA allowance
Martin Lawrence, director of investments at Wesleyan Assurance Society, shares his views on maximising the potential of ISAs. ISAs are a tax-free…
-
How Bobbie’s adviser helped her following the sale of her buy-to-let property
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Times have gotten tougher for buy-to-let investors. So…
-
How the Sarasin responsible model portfolios offer an all-in-one solution for investors wanting to invest sustainably
The Sarasin range of model portfolios offer an all-in-one solution to asset allocation, fund selection and risk management, within a cost-effective service…
-
4 things you’ve forgotten about the value of your advice; practical tips from Faith Liversedge
There are some aspects of advice that you might think aren’t worth mentioning, because they’re so day-to-day. That doesn’t mean they’re not…
-
Greenwashing the detail is in the due diligence
Is a sustainable fund really a sustainable fund? ESG Accord’s Lee Coates OBE reminds us why effective due diligence is so crucial…
-
Good due diligence now includes ESG and sustainable metrics
In his latest article for IFA Magazine, ESG Accord’s Lee Coates OBE outlines what good looks like when it comes to an…
-
Why words matter: Faith Liversedge shares practical tips for advisers on successful client communication
It’s not just jargon we need to be clear about argues Faith Liversedge. Sometimes, it’s the everyday words we use that we…
-
Are managed portfolio services the answer for IFAs?
Compliance consultant Tony Catt shares his latest thinking on Managed Portfolio Services and why he believes they represent a win-win for both…
-
ESG and sustainable MPS due diligence
Yes, it’s a challenge but the good news is that ESG Accord has got this sorted for you! In this month’s article,…
-
The dirty business of greenwashing
Mark Gillan, Head of Product at AJ Bell Investments, reflects on some of the landmark initiatives which have hit the ESG headlines…
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.
