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The Chartered Institute for Securities & Investment
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Finding value in fixed income | IFA 122 | October 2023
As the sultry days of summer fade from our memory, the arrival of the chill autumn winds sees financial advice professionals focused…
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Navigating Choppy Waters | IFA 121 | September 2023
Summertime And ‘the livin’ is easy’ apparently. Well, that was according to Louis and Ella singing that fabulous song more years ago…
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Are you ready for Consumer Duty? | IFA 120 | July/August 2023
After years of planning and preparation, the biggest regulatory change for almost a decade is almost upon us. Of no surprise to…
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The Final Countdown | IFA 119 | June 2024
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a…
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A spotlight on Multi-Index | IFA 118 | May 2023
The merry month of May And so begins the merry month of May. With three bank holidays in just one month that’s…
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Under Pressure | IFA 117 | April 2024
As our more astute readers might have noticed, your friendly Editor here at IFA Magazine is rather partial to using a song…
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Winners of the Protection Guru Awards 2022 are announced
Protection Guru, has today announced the winners of Protection Guru Awards 2022. In this, their second year, the awards have been established…
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Are investors seeing through the smoke and mirrors of sustainable investments?
With the tremendous growth of sustainable investments over the past decade now slowing down, as accusations of greenwashing and “fake it ‘til…
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98% of big emitters’ financial statements surveyed do not sufficiently acknowledge climate risks
Of 134 multi-national companies responsible for up to 80% of corporate industrial greenhouse gas emissions, 98% did not provide sufficient evidence that…
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Millennials think they have the Midas touch when it comes to investing, says new research
Millennials are more bullish than any other age group when it comes to predicting their own investment returns, new research shows. Research…
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TISA calls for new secondary regulatory objective to promote the financial wellbeing of UK households
Ahead of the Committee Stage of the Financial Services and Markets Bill, The Investing and Saving Alliance (TISA), the cross-industry financial services…
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FCA warns over Derren Brown-style ‘misdirection’ scams risk as a quarter of savers eye early pension access during cost-of-living crisis – AJ Bell
Written by Tom Selby, head of retirement policy at AJ Bell As inflation tightens its grip on Brits’ finances and millions of…
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CISI’s UK financial planning community supports the FPSB’s 6th Annual World Financial Planning Day
For the sixth year, CISI, the not-for-profit, global professional body for those working in financial planning, wealth management and capital markets is…
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EQ Investors model portfolios added to AJ Bell Investcentre
EQ Investors, the B Corp discretionary fund manager, has announced that its range of sustainable model portfolios are now available to advisers…
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A growing interest in platform research
Platform usage Defaqto asked advisers to advise, approximately, what percentage of new business they place ‘on platform’. Their research indicates that 94%…
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A multi-billion pound investment catalyst
Over the next five years M&G aims to invest up to £5 billion in privately-owned enterprises that are tackling environmental and social…
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Musk proceeding with Twitter deal “feels like a classic distraction tactic” – reaction from Mirabaud Equity Research
Neil Campling, head of TMT research at Mirabaud Equity Research, said: “Elon Musk is to proceed with his Twitter deal. The simple…
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Succession Wealth acquires G+E Wealth Management; exceeds £10bn in client assets
Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced the acquisition of G+E Wealth Management, a…
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Property fund cash levels solid for now, but could be tested if panic sets in
Following the news around potential liquidity issues with property funds and the IMF’s warning around illiquid assets Oli Creasey, property research analyst…
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Wesleyan urges immediate government action on NHS Pension solutions
Wesleyan is calling for immediate action from the government to implement its new proposed changes to NHS pension rules, as it releases…