IFA Magazine
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For today’s discerning financial and investment professional | Watch for updates on #IFA, #Investing, #FinancialAdvisers & #Pensions
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https://www.ifamagazine.com/ 20-09-2010 14:07:00
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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
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…
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…
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…
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…
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…
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…
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
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…
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