Latest News - IFA Magazine
All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business, the economy and more.
IFA Magazine - Financial planning and investment news
IFA Magazine, for today's discerning financial & investment professionals. We bring you the latest financial news, views and interviews.
Introduction I am delighted to welcome you to our media kit, and appreciate the opportunity to introduce you to our publications. From our magazines, websites, newsletters, webinars, surveys, annual reports and social media channels, we are dedicated to helping you identify, reach and engage with specific target audiences and to helping …
FCA announces new proposals to help millions get support with …
2024年12月12日 · The Financial Conduct Authority (FCA) has set out proposals for extra support for millions of UK savers to help them make better decisions about their pensions. The FCA’s statement, which is released today, is shown below: This is part of a wider review of how the boundary between advice and guidance on investments operates, which is underway to help make sure consumers are better supported ...
Embracing the technology opportunity - IFA Magazine
2025年1月9日 · I want our advisers at Rosemount Financial Solutions (IFA) to feel the benefit from this emerging technology, so we have brought on Hrutuja Patnekar as Full Stack Developer, tasked with integrating and leveraging AI into our adviser tools. We are also looking at the development of a chatbot for advisers utilising the technology, making great use of Hrutuja’s expertise, having recently ...
Two million to pay tax on cash savings interest but ISAs could offer ...
2024年9月18日 · The number of people having to pay tax on their savings will almost double over two years to the end of the current tax year, a Freedom of Information request from AJ Bell can reveal. More people will be pushed into paying tax on their savings as interest rates have risen and people hit their tax-free limit. The Personal Savings Allowances protects many people from paying tax on their savings ...
Lifetime mortgages offer answer to inheritance worries
2024年12月19日 · Lifetime mortgages offer an opportunity to take more control of passing on that inheritance, providing the customer with the ability to do it at a time of
Podcasts - IFA Magazine
Podcasts IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Engaging the next generation of investors - IFA Magazine
2024年10月15日 · The Traditional Approach to Investor Relations Historically, investor relations have been focused on long-term, often face-to-face relationships built through meetings, quarterly reports, and annual general meetings (AGMs). The communication style tended to be formal, with printed prospectuses and occasional updates on portfolio performance sent out by post. This worked well for an older ...
IFA Magazine congratulates all the winners of this year's …
2024年10月16日 · The CISI's prestigious awards have a well established history. They reflect both individual excellence - for example in the CFP professional of the year award