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

5 天之前 · Alexa Nightingale, Global Head of Financial Services research at Opinium, commented: “Smaller adviser firms are clearly leaving the market, whilst the strategic shift towards acquisitions reflects the increasing focus on growth and consolidation across the sector. The rising number of acquisitions is a signal of confidence among larger firms to expand their reach, while smaller firms seek ...

All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business, the economy and more.

4 天之前 · With the largest generational transfer of wealth expected to take place in the UK by 2050, financial advice firms have the opportunity to start capturing a significant market of those currently not using an adviser with bespoke AI tools. A new survey by AI Fintech Aveni, and YouGov reveals the challenges of generational trust in financial advice and how advice firms can leverage AI to unlock ...

2025年1月30日 · 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. A key theme, unsurprisingly, is AI and its growing influence in investment and financial services. No longer a distant concept, AI is already reshaping ...

2024年12月2日 · New opportunities On page 5, we continue our series talking to experts at PIMCO about where markets are heading in the coming months. This time, we’re grateful to two excellent PIMCO economists for sharing their economic outlook and investment strategies for the Euro area with us. There’s something a bit different on page 8, where we talk to Family Building Society’s Sam Morrison, about ...

2024年1月30日 · To 2024 and beyond… Whether it’s the use of Artificial Intelligence (AI), incorporating effective processes for building your business for the future or for specific areas such as dealing with vulnerabilities, there’s also plenty to get you thinking amongst the following pages. Incorporating Mortgage and Property Magazine Last but not least, the cost of housing was certainly one of the ...

2025年1月9日 · Philip Saunders, Director, and Sahil Mahtani, Head of Macro Research for the Ninety One Investment Institute, explore where the smart capital will be heading and where the pitfalls lie. With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook ...

2024年9月3日 · 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. These platforms are essential for both retail investors and financial advisers, facilitating a more ...

2024年9月27日 · 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. Researched and written by leading Compliance Consultant Tony Catt, this report is intended to provide a snapshot of the current situation ...