IFA Magazine - Financial planning and investment news
WEBInsight from Carmignac’s Leroux. Investments. It was an eventful summer, that eventually gave rise to a promising outlook, says Carmignac’s Frédéric Leroux, a member of the strategic…. IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever ...
Latest News - IFA Magazine
WEBThe Financial Conduct Authority (FCA) has published its Annual Report, which shows significant improvements in its authorisations service. Recognising the vital role that…. Regulation and Compliance. All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business, the economy and more.
PruFund | Standing the test of time - IFA Magazine
WEBFeb 15, 2022 · Introducing the PruFund range of funds. This policy explains how IFA Magazine collects, stores, uses and shares personal information (including but not limited to information from which you can be personally identified such as your name, address, job title, company, email address, or telephone number) and information about your visits to the network, including the pages you view, the links you ...
Publications: Magazines, reports and more - IFA Magazine
WEBSep 3, 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 ...
Intelliflo launches new and improved ‘intelliflo planning’
WEBDec 1, 2021 · intelliflo, a global leader in financial advice technology, has today launched intelliflo planning, a new powerful cashflow planning tool built by financial planners and paraplanners. The new tool makes it quicker and easier for advisers to build, adapt and stress-test clients’ plans. From solving tax, pensions and investment complexities to ...
Defaqto unveils world-class financial planning journey in a single ...
WEBFeb 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 ...
Five ways to conduct a good sludge audit and why ... - IFA Magazine
WEBAug 20, 2024 · Here are five ways to conduct a good sludge audit. 1. Sludge is a subset. A sludge is where there is excessive friction, discouraging consumers from making decisions in their best interests. For example, making it harder than necessary to exit or cancel a product. You don’t want to make good decisions hard.
Social Enterprise leading the charge in tackling prisoner education ...
WEBJun 1, 2023 · The Bank of America-backed Growth Impact Fund, developed by Big Issue Invest and UnLtd, announces its second investment.. Doing What Really Matters (DWRM), a social enterprise that works with universities to offer degree courses to facilitate prisoner rehabilitation, has received £150,000 in funding.
7IM sees AUM jump 24% as it announces results for the year …
WEBSep 27, 2021 · The firm’s investment process was another key driver of success. The 7IM strategic asset allocation framework, which underpins its investment process, successfully navigated a challenging and volatile 2020, insulating clients’ portfolios from the worst of the Covid-19 crisis and delivering significant value over the course of the year.
IFA Talk Podcasts - IFA Magazine
WEBPodcast #86: Succession shares their strength and passion for the present and future of the M&A market. This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions…. IFA Talk podcast is designed for professional financial advisors, to provide the latest insight and ...