Latest News
Business & Development
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The overlooked LOA process in financial advice – and why it matters
In this exclusive interview, IFA Magazine’s Meg Bratley speaks to Adam Wyrill and Dan Gould, founders of Excede Solutions, about why the…
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AI file checking service delivered to all Simplybiz and threesixty customers
Fintel, parent company of threesixty and Simplybiz, has announced that from August all advice firm customers will receive access to AI-powered file checks across every advice case, with human…
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intelliflo brings agentic AI to the next generation of intelliflo office
intelliflo has unveiled the agentic open platform for financial advice professionals. The next generation of its intelliflo office practice management system is designed…
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M&G brings £70bn PruFund to Scottish Widows Platform
M&G is today announcing its first third party platform launch, with a strategic agreement to make its £70bn PruFund range available to…
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Patrick Murphy | Key cyber risk scenarios every advice firm should prepare for now
In this, the fourth and final article in his operational resilience series for IFA Magazine, Patrick Murphy shares practical examples of incidents…
Economy
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US inflation jumps to 4.2%: Experts react as Fed interest rate hike fears grow
US inflation accelerated sharply in May, with headline CPI rising to 4.2%, driven largely by higher energy costs and renewed pressure from…
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OpenAI joins the listing race, while caution reigns over Iran progress
Susannah Streeter, chief investment strategist at Wealth Club, examines the cautious mood in markets as inflation concerns and questions over AI valuations…
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Sell-off intensifies amid inflation fears and renewed Middle East conflict
Susannah Streeter, chief investment strategist at Wealth Club, examines the sharp deterioration in market sentiment as renewed conflict in the Middle East…
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June Fed cut ruled out after jobs shock, December now focal point
The Federal Reserve will likely cut US interest rates in December but leave them on hold this month following today’s hot US…
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Capgemini: Global millionaire population hit record 25.3 million in 2025
The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published today, found an 8.7% increase in global high-net-worth individual[1] (HNWI) wealth in 2025, reaching…
Insurance and Protection
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VitalityLife reaches one million lives insured milestone
Vitality has today announced a landmark milestone – surpassing one million lives insured across its UK life insurance business. Since launching in…
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RedArc referrals reach five-year high
This Carer’s Week, which runs from the 8th to the 14th of June 2026, RedArc reports that it received a 37% rise in…
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Cancer carers | the case for early intervention
As Carers Week 2026 shines a spotlight on the contribution made by unpaid carers across the UK, attention is increasingly turning to…
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Creating value beyond the insurance claim
Adrian Gore, founder and Chief Executive of Discovery Group, the parent company of VitalityHealth and VitalityLife, believes strong leadership is about more…
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Vitality: overconfidence in sick pay is widening the income protection gap
UK workers are significantly overestimating the level of financial support they would receive if they were unable to work due to illness…
Mortgage & Property
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Halifax tops Smart Money People’s H1 2026 broker experience rankings
Smart Money People, the UK’s most comprehensive financial services review site, has released its H1 2026 Mortgage Lender Benchmark covering mortgage broker opinions on…
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The client has changed, but has the market?
In the following piece, Sakeeb Zaman, CEO and Founder of StrideUp, explores how changing client needs are reshaping the mortgage market and…
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Nationwide cuts switcher mortgage rates for existing customers
Nationwide is cutting rates across its switcher range by up to 0.12 percentage points. The new rates, across two, five and ten-year…
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Glenhawk launches World Cup broker incentive campaign
Glenhawk, the specialist bridging lender, has launched a World Cup-themed broker incentive campaign, giving intermediaries the opportunity to earn an additional 0.25%…
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Why Mortgage Brokers should visit Mortgage Business Expo North 2026
Mortgage Business Expo (MBE) North returns to Manchester Central on 9 July 2026, bringing together brokers, lenders, distributors and service providers for…
Regulation & Complaince
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Simpler climate reporting rules could save firms £20m annually
Investment firms could save around £20m a year under new proposals from the Financial Conduct Authority (FCA) to simplify climate reporting for investment products. The…
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UK companies are leaving millions of pounds exposed and underperforming, new research suggests
UK businesses could be losing tens of thousands of pounds a year in missed interest while leaving large sums of cash potentially…
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Stablecoin regulation must not be delayed, and must balance risk mitigation with innovation
Today, the cross-party House of Lords Financial Services Regulation Committee has published its report, ‘Stablecoins: waiting for regulation’. The report concludes that…
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AJ Bell finds advisers divided over FCA’s proposed simplified advice changes
The FCA has recently proposed changes to the pensions and investment advice rules with the aim of widening access to regulated advice.…
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Quilter launches targeted support offering via Quilter Invest
Quilter, the wealth manager and financial adviser, has today launched a new targeted support offering, available through Quilter Invest. Quilter Invest is…



























