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Supporting clients’ health and wellbeing – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers support clients during…
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Improving client retention – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers to support clients…
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How to plan for inheritance tax within an ISA wrapper
For professional advisers and paraplanners only. Not to be relied upon by retail investors. An older client has diligently invested in their…
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MAF Core: A multi-asset solution for multiple client types
Shane O’Brien, Head of Multi-asset & Macro Investment Specialists at Aviva Investors, introduces five client types who may find MAF Core an…
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Preparing Portfolios for 2023: Consider the Strong Case for Bonds
At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities…
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With change comes opportunity
The recent autumn statement announcement included significant tax changes coming into force as soon as next April. Sarah Wakefield, Business Development Manager…
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One way to get your client’s RNRB back
Octopus Investments use a case study approach to highlight how advisers can maximise the efficiency of their client’s estate where the residence…
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Impact investing doesn’t mean compromising on returns
A common misconception around responsible investment approaches is that investment returns must be sacrificed in exchange for positive environmental or social benefits.…
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What diamonds can tell us about venture capital
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Hundreds of kilometres below ground, intense heat from…
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Are we there yet? Episode 6 – Why sustainability isn’t taking a backseat
M&G Investments’ Fabiana Fedeli has hope for the future – and reasons to justify it Saying that global markets are going through…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.
