Sep 27, 2024 · We are delighted to present the latest in our IFA Annual Report Series; The Sustainable Investment Report 2024. There are many facets of sustainability and companies are having to change their processes and behaviours to work towards our sustainable future.

Jul 18, 2024 · PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to announce the shortlist for this year’s Diversity & Inclusion Awards (see below). Launched in 2021 PIMFA’s industry awards demonstrate our continuing commitment to promote diversity and inclusion best practice within the financial services industry.

Nov 27, 2024 · Bradley Northrop, Partner and Head of the Retail Distribution practice at Alpha FMC, said: “We were delighted to support Charles Stanley with this exciting research into decumulation and the options employed by advisers when generating income for their clients. “We found broad recognition that advising clients in decumulation necessitates a different approach, the stakes are higher and the ...

6 days ago · Outlook for 2025 – AI and the Future of Advice. With that in mind, we’re kicking off the year with a focus on what lies ahead. Our cover features take an in-depth look at what 2025 might have in store for advisers, starting from page 22.

Dec 2, 2024 · “Expansive fiscal policy and significantly higher tariffs are likely to be the centrepieces of a second Trump presidency. The economy is in good shape: a strong consumer, solid private sector balance sheets, and a labour market that has softened but is historically strong have reduced the risk of recession.

Jan 15, 2025 · With change comes opportunity. The above suggests a challenging outlook for wealth management. However, if the industry seizes the chance, embraces a process of purposeful digitisation and continues to advance it can reach a point of Wealth Management 4.0 and be more successful than ever.

Jun 18, 2024 · Written by Sam Page, Co-Founder and CEO of digital agency 7DOTS. Consumer behavior is undergoing a seismic shift, one that threatens to leave behind financial services brands clinging to outdated norms.

Sep 3, 2024 · We are delighted to present the latest in our Annual Report Series, the Platform Research Report 2024. Intermediary investment platforms are increasingly shaping the investment landscape by providing streamlined access to a variety of investment products and managing investments online.

IFA Magazine, for today’s discerning financial & investment professionals. We bring you the latest financial news, views and interviews.

Jan 16, 2025 · Financial planning has always been about far more than the numbers. Published in the Journal of Financial Planning in 2009, research by Sussman & Dubovsky found that 89% of the financial planners they surveyed agreed they undertook non-financial coaching and counselling with their clients.