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For today’s discerning financial and investment professional | Watch for updates on #IFA, #Investing, #FinancialAdvisers & #Pensions

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linkhttps://www.ifamagazine.com/ calendar_today20-09-2010 14:07:00

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Moneyfacts Group plc UK Savings Trends Treasury Report data shows savings rates fell across the board for the first time since January 2024. #SavingsRates ifamagazine.com/savings-rates-…

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Simon Webber, Head of Global Equities, Schroders (Schroders), looks at the ways that increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers. #Investors #Equity ifamagazine.com/schroders-five…

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2024 marks Origo’s (Origo_Services) 35th year – the industry’s original fintech – providing market-changing technology solutions to the financial services industry. In the following blog, Origo CEO, Anthony Rafferty, reflects on just some of the key initiatives and developments

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The CISI Future Foundation (CISI_FutureFoundation) is excited to announce that the next application window for UK charities or not for profit organisations to apply for grant funding will open on 16th September 2024. ifamagazine.com/cisi-future-fo…

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Simon Webber, Head of Global Equities, Schroders (Schroders), looks at the ways that increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers. #EquityInvestors wealthdfm.com/schroders-five…

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Two-thirds of advisers have made changes to their processes as a result of the FCA’s (Financial Conduct Authority) Thematic Review of Retirement Income Advice, according to a new poll of financial advisers by Wesleyan, the financial services mutual. #Retirement ifamagazine.com/retirement-inc…

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The St. James’s Place (St. James's Place) Financial Adviser Academy welcomed a further 180 qualified advisers to a new career in financial planning on Friday (13th September) in a graduation ceremony held at London’s Science Museum. ifamagazine.com/st-jamess-plac…

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Expect the MPC to keep Bank Rate on hold at 5% at its September meeting. Although services inflation, pay growth and GDP data released since the August meeting all undershot expectations, we don’t think it will be enough to move the dial on Thursday - Written by Shaan Raithatha,

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Leading adviser tech, Twenty7tec (Twenty7tec) and award-winning mortgage and insurance club, Next Intelligence, have collaborated to give Next Intelligence members access to Twenty7tec’s SOURCE module as part of its Mortgage Club offering. ifamagazine.com/twenty7tec-par…

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77% of defined contribution pension pots that matured last year held less than £50,000 in assets – a total of 565,903 pension pots, shows new research from Bowmore Financial Planning (Bowmore Wealth Group Ltd) ifamagazine.com/77-of-all-pens…

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Last week was a strong one for stocks globally, led by US equities. And US equities were led by the technology sector, with the NASDAQ Composite Index rising almost 6% in one week — its best week since last November. Why? #Markets #FedRateCut By Kristina Hooper, Chief Global

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VouchedFor (VouchedFor) has announced that it will join forces with one of the world’s leading asset managers, BlackRock (BlackRock), and innovative adviser platform, Fundment, to launch their 2025 Guide to Top Rated Financial Advisers. ifamagazine.com/vouchedfor-bla…

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With inflation (thankfully) taking a bit of a back seat too, Hal Cook, senior investment analyst, Hargreaves Lansdown (Hargreaves Lansdown), has shared three funds that he thinks look well placed for today’s economic conditions as he comments #InterestRates ifamagazine.com/3-funds-to-ben…

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Tomorrow, IFA Magazine's Alex Sullivan will be speaking at the 30th Anniversary of the EIS Celebration, a one-day conference held by the Enterprise Investment Scheme Association (EIS Association). Along with discussing the last 30 years of the Enterprise Investment Scheme, we’ll

Tomorrow, IFA Magazine's Alex Sullivan will be speaking at the 30th Anniversary of the EIS Celebration, a one-day conference held by the Enterprise Investment Scheme Association (<a href="/EIS_Association/">EIS Association</a>). Along with discussing the last 30 years of the Enterprise Investment Scheme, we’ll
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Collating the views of 200 financial advisers from across the UK, Aegon’s (Aegon) latest Adviser attitudes report shows how investment advice is adapting to meet the changing behaviours and plans of retiring clients. #MultiAsset ifamagazine.com/aegon-advisers…

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I expect the FOMC to cut interest rates by 50bp at its meeting on Wednesday, in what is a very close call. There is an unusual degree of uncertainty about the size of the policy easing, with markets pricing the decision between a 25bp and 50bp cut as a coin flip. By Blerina

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It was an eventful summer, that eventually gave rise to a promising outlook, says Carmignac’s Frédéric Leroux, a member of the strategic investment committee at Carmignac (Carmignac). ifamagazine.com/will-augusts-m…

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The September edition of Mortgage and Property Investment Magazine is available! Featuring insightful pieces from Chris Little, Chief Revenue Officer at finova, & Malcolm Webb, Technical Director of Legal & General Surveying Services (Legal & General). ifamagazine.com/mortgage-and-p…

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One Four Nine Group (One Four Nine Group), the nationwide independent financial advice and investment management group, has reported today that it has appointed Martyn Southam to the position of Regional Director. ifamagazine.com/new-regional-d…

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In this her first (and very insightful might we add!) blog for IFA Magazine, Linda . (pictured), Head of Investment Proposition at international platform Novia Global (Novia Global), reflects on some of the practical problems experienced by certain MPS providers and DFMs and why