IFA Marketing | Marketing & Business Support for Financial Advisors | UK | Adviser-Hub

Analysis & Opinion

Sustainability Disclosure Requirements: a practical guide for investors

The roll-out of new measures related to Sustainability Disclosure Requirements (SDR) begins in May when anti-greenwashing rules... Read More

Analysis & Opinion

The Week: US rate rises to take ‘longer than expected’

Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB a... Read More

Video

Opportunities in the US market today – panel discussion video #3

Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, whi... Watch Now

Business Toolkit

The FCA’s Retirement income advice review

In their review, the FCA has identified some key areas for improvement for the retirement income advice market.

Market Updates

Market briefings looking back at March

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Market Updates

Global updates: Heightened speculation

As expected, the Federal Reserve (Fed) maintained its key federal funds rate at a range of 5.25% to 5.5% in March. Against a backdrop of increasing... Read More

Business Toolkit

The LTA replacement regime explained

The lifetime allowance (LTA) replacement regime comes into force for pensions on 6 April 2024.

Market Updates

Global updates: US indices hit new highs

US stock markets continued to forge ahead during February: the Dow Jones Industrial Average Index reached a new closing high.

Business Toolkit

Update: ‘Replacement’ of the lifetime allowance

Following an initial Policy Paper and a Draft Finance Bill issued last summer – and a resulting consultation period – further draft leg... Read More

Analysis & Opinion

5 keys to investing in 2024

History has shown that the economy and markets seem to always find ways to surprise investors. Nevertheless, whatever is in store for investors in... Read More

Business Toolkit

Tax planning insights and practical tips

With lots of changes to tax allowances and other regulations over the last year, Fidelity’s Paul Squirrell takes a high-level look at some of... Read More

Market Updates

Interest rate update: have interest rates finally peaked?

The December meetings of three of the world’s leading central banks all ended in no change for their key interest rates.

Business Toolkit

Financial wellness insights for your clients

Having a good relationship with money and making the most of it day to day is so important. So, how can you help look after clients' financial... Read More

Business Toolkit

Navigating the retirement maze

Explore the summary of the retirement themes and challenges for financial planners and their clients.

Analysis & Opinion

ESG Hub

Head to our new ESG Hub to hear news, views, and expert analysis, and to find out more about the key issues driving environmental, social, and Governa... Read More

Market Updates

Connect with us on LinkedIn

Be sure to follow us on LinkedIn to stay up to date with all the latest news, articles and information from our editors and sponsors. Read More

Latest IFA News

Analysis & Opinion

Blue bonds - what’s all the comm-ocean?

Blue bonds are at a nascent stage of development, but have the potential to direct capital to conserve marine ecosystems and mitigate the significant environmental and economic risks associated wit...

Fidelity International 23rd Apr 2024

Partner Zone

H2Uh-Oh: The Thames Water Saga

In the latest blog Premier Miton’s Kishan Paun takes a look at the issues surrounding Thames Water. Kishan looks back over the history of the company, what has led to the current situation an...

Premier Miton Investors 23rd Apr 2024

Analysis & Opinion

Net-zero stewardship: an engagement-led approach to decarbonisation

Active ownership is a key part of meeting net-zero goals. abrdn discusses how to help companies on their decarbonisation journey.

abrdn 23rd Apr 2024

Partner Zone

Why small caps, why small caps now?

Gervais Williams, joint Fund Manager of the Premier Miton UK Smaller Companies Fund, takes a look back at the history of small caps and shares why he believes now is the time to revisit them. ...

Premier Miton Investors 23rd Apr 2024

Business Toolkit

Transitional tax-free amount certificates

Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...

Fidelity Adviser Solutions 22nd Apr 2024

Partner Zone

Perspectives - Dynamic portfolio construction is the heartbeat of a good multi asset fund

Why is dynamic portfolio construction essential when it comes to multi asset funds? In this week’s Perspectives, Fund Manager, Anthony Rayner, discusses how asset classes have behaved in Q1 2...

Premier Miton Investors 19th Apr 2024

Partner Zone

Talking Markets – Premier Miton Global Sustainable Optimum Income Fund

In this episode of Talking Markets, Duncan Goodwin, Fund Manager of the Premier Miton Global Sustainable Optimum Income Fund, shares the fund’s unique approach, discussing healthcare and ener...

Premier Miton Investors 19th Apr 2024

Analysis & Opinion

Market view: Emerging markets: why the asset class is worth the "bother"

Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.

abrdn 18th Apr 2024

Video: Baillie Gifford | Baillie Gifford American Fund webinar: where to next?

RECENT IFA VIDEOS

Video: Schroders | CIO Lens Q2 2024: why today's market conditions are very different to the 1990s

Video: Baillie Gifford | Scottish Mortgage: your questions answered

UPCOMING IFA EVENTS

Website Development & SEO UK by SEO Moves