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Title: IFA Magazine - Financial planning and investment news
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With the end of the tax year looming and numerous changes from last November’s Autumn Budget coming into effect, tax planning and retirement income are top priorities for advisers as the busy end-of-tax-year period beckons.
In this exclusive article, Steve Owen, Head of Proposition (EMEA) at Morningstar Wealth, explains why advisers are perfectly placed to guide clien...
There are many unknowns when it comes to planning your retirement finances, but arguably the biggest is the question of how long your money may need to last. This challenge is illustrated in new research1 from Standard Life, which finds 80% of over-50s are underestimating their life expectancy and potentially storing up later life financial planning challeng...
Vanguard today announced the appointment of Matthew Haigh as Head of Adviser Sales, UK following the retirement of Tania Allerton earlier this year.
In the role, Matthew will lead the team responsible for developing Vanguard’s long-standing relationships w...
Borrowers are urged to tackle debts faster as the cost to borrow on credit cards is at a 20-year high, according to
Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear goals and the right technology partner, with modern systems helping firms enhance client experience, meet regulatory demands and operate more efficiently.