Latest News - IFA Magazine
As the Financial Conduct Authority’s (FCA) Consumer Duty cements a cultural shift in how insurance and personal finance professionals deliver better customer…. 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
M&G appoints Kirsty Wright to further develop its £62 billion flagship PruFund range. M&G today announces the appointment of Kirsty Wright as Director of PruFund Proposition, as the firm seeks to furthe…. IFA Magazine, for today’s discerning financial & investment professionals. We bring you the latest financial news, views and interviews.
Ascot Lloyd appoints Francis Jackson as new Chief Executive Officer
Meg Bratley. ·. August 27, 2024. Ascot Lloyd, one of the UK’s fastest growing IFA firms, has today announced the appointment of Francis Jackson as Chief Executive Officer, subject to regulatory approval. Francis will replace Nigel Stockton, who has led the business since 2015, and announced his intention to step down in February 2024.
Adapting to change: how PruFund can help advisers deliver for …
Aug 28, 2024 · Director of Long-Term Investment Strategy, M&G Treasury and Investment Office Parit is responsible for the long-term investment strategy at the M&G Investment Office which includes Strategic Asset Allocation for circa £153 billion (as at 31 December 2023) of multi-asset and annuity funds, as well as providing client advice on hedging and product design.
IFA Talk Podcasts - IFA Magazine
Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan. Podcasts. In this week’s episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down…. Podcast #89: Are we set for more market volatility?
Rosemount Financial Solutions (IFA) welcomes new advisers in …
Brandon Russell. ·. August 2, 2024. Rosemount Financial Solutions (IFA), the independent mortgage, protection & financial planning network, has welcomed a host of new advisers during a successful first half of the year for recruitment. The ambitious network has seen its ranks swell during 2024, with increasing numbers of advisers attracted by ...
Nationwide cuts rates again for new and existing customers
August 21, 2024. Nationwide will be reducing rates by up to 0.26 percentage points across its two, three, five and ten-year fixed rate products with the new rates effective from tomorrow, Thursday 22 August. Nationwide is now offering a mortgage rate of 3.78%, which is available to any new and existing customers looking to move home.
Evelyn Partners expands into Tunbridge Wells with the acquisition …
Nov 3, 2023 · Deal will expand the firm’s professional services presence in the South East of England . Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Creaseys Group Limited (‘Creaseys’), a firm of accountants and tax specialists who are based in Tunbridge Wells, Kent. Established over 150 years ago, the team of over 50 at ...
Social Enterprise leading the charge in tackling prisoner education ...
Jun 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.
4 ways for IFAs to ace self-marketing - IFA Magazine
May 20, 2021 · And so on. Try to envisage your ideal clients, perhaps in the form of four or five clearly defined personas, and then gear your marketing efforts towards appealing to those specific people. #2 Be strategic. And be analytic. When you do any kind of marketing, focus your efforts.