About Us | IFA Magazine | Financial advisers, planners and …
About Us. First published back in 2010, IFA Magazine delivers news, analysis and thought leadership for professional financial advisers, planners, paraplanners and wealth managers. We’re proud to be a part of Clifton Media Lab, an independent publishing company that is based in the Clifton area of Bristol. The editorial team at IFA Magazine ...
IFA Magazine - Financial planning and investment news
Explore our latest reports, magazines and special supplements. IFA Magazine. Why now is the time for Fixed Income | IFA 133 | November 2024. GBI Magazine. What the Autumn Budget means for tax-efficient investments | GBI 47 | November/December 2024. Latest Reports. The Sustainable Investment Report 2024.
Latest News - IFA Magazine
It doesn’t matter what vulnerability training or policies advisers have in place if identification isn’t right to start – says Comentis’ Jonathan Barrett. Business and Development. A recent Chartered Insurance Institute (‘CII’) White Paper has urged firms to have a more robust understanding of vulnerability for their customer base ...
Publications: Magazines, reports and more - IFA Magazine
Sep 27, 2024 · About our publications. In addition to delivering all the latest news that matters to financial advisors, we publish 10 issues of our popular IFA Magazine each year, providing insight into the most important developments for you and your clients. In addition, GBI Magazine features the latest and most significant investment opportunities ...
Defaqto unveils world-class financial planning journey in a single ...
Feb 29, 2024 · Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced an industry first that will enable advisers to increase efficiency, improve compliance and drive revenue.. Defaqto Engage – software currently used by around a third of UK advisers – now incorporates all of the components required for a world-class financial planning journey in ...
Four Trends That Will Shape the Wealth Management Sector in 2024
Jan 16, 2024 · As firms navigate the post-pandemic era with highly connected clients, digital readiness will be a critical focus area in shaping the path forward in 2024. Generative AI-based client engagement enriches the client experience. With generative AI taking industries across the globe by storm, wealth management firms will integrate this technology ...
Investments - IFA Magazine
The importance of diversity in your portfolio | GBI 46 | September/October 2024. GB Investments is a campaigning magazine for the financial adviser community, focussing on tax efficient investments such as EIS, Seed EIS, VCT, SITR and BR. Read the latest issue of GBI Magazine and all the latest news.
Autumn Budget 2024: Broadstone's David Brooks highlights his …
Sep 25, 2024 · This is the main rumour doing the rounds and would have the biggest impact on people saving for a pension but is likely to be the hardest. In brief, the proposal is to change giving tax relief off the top rate of marginal tax someone is paying, and instead set it at a different rate.
IFA Talk Podcasts - IFA Magazine
Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth. Podcasts. There’s been such a lot going on recently of really significant things affecting investment decisions and markets – whether it’s the budget,…. Podcast #97: IFA Talk’s Budget Special | What do advisers need to know?
PruFund’s availability on the M&G Wealth Platform ‘opens doors’ …
May 30, 2023 · IFA Magazine: How would you describe the benefits of PruFund being available on the M&G Wealth platform for advisers and their clients? Paul Fidell: “Previously if you were looking to invest in PruFund, advisers would have to regard it as an ‘off-platform’ solution.Many are fine with this, but for some it meant that they were running it …