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Discover Fixed Income’s Future: Webinar Recording

On May 18th, the IFA Magazine team conducted a well-attended and in-depth webinar on fixed income investments. Attendees received a comprehensive overview of fixed income market basics, yields, returns, and risks, as well as a view of how different approaches and strategies can improve investor's financial decisions amid economic volatility. Experts discussed the benefits of diversifying portfolios through fixed income investments and hedging against external forces. Questions were answered in an effort to increase investor knowledge, understand, and guidance of the fixed income markets. All signs point to another successful webinar as IFA Magazine continues to provide readers with industry insights.

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Insecure Money Management for Disabled Online

Estimates show that globally, one billion people are living with varying disabilities. Global Accessibility Awareness Day (GAAD) is striving to create a culture shift whereby technology is developed with accessibility at its core, allowing for improved provision and quality of life. Additionally, the Financial Conduct Authority's new consumer protection duty provides organisations with the responsibility to create more accessible environments for their customers living with disabilities. This duty is helping to expand access to both financial products and services and is hoped to lead to improved trustworthiness and reliability. Despite pandemic restrictions, GAAD is striving to make digital inclusion happen through advocacy, raising awareness and inspiring social change.

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Boselli Clinches Alpha Manager Award

John Boselli, leader of Wellington Management, was awarded FE fundinfo's 2023 'Alpha Manager of the Year Award' for exceptional accomplishments in investments. This recognition was due to his successful management of the Wellington Global Quality Growth Fund, delivering exceptional returns for its investors. He won a tough competition with Anthony Smouha from GAM and accepted the award to rapturous applause from a distinguished audience of investment professionals. His success was attributed to his investment acumen, risk management strategy and anticipation of industry trends. The award, now a landmark event, has celebrated many outstanding individuals since its formation a decade ago. John Boselli has set an impressive example which other investment professionals strive to match.

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Mastering Report Writing: Elevated Expert Tips

Renowned professionals Mel Holman, Caroline Stuart and Melissa Kidd are hosting a one-day communications workshop in Birmingham on 26th July. The goal is to help attendees increase their financial services competency and understand the tools and techniques for more successful client conversations. This session will include practical learning activities, group work and guidance on understanding and applying effective communication techniques relevant to financial services. Attendees will build portfolios which are sound and compliant with regulations, improve their communication skills, and be empowered to make beneficial long-term planning decisions. Sign up now to benefit your career and client conversations.

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EISA’s Insight: HMRC Reveals Unprecedented EIS & SEIS Investments

The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) have been incredibly successful, with over 600 million GBP invested in 2020-21. These government-backed initiatives provide both businesses and investors with a financial safety net: businesses can access long-term resources for research, development and growth, while individual investors can count on attractive rewards, tax rebates and secure investments. HMRC works to guarantee that the placements are genuine investments and that the relief is granted accordingly. With these measures in place, the EIS & SEIS program is an attractive and highly successful option for businesses and individuals, helping to create a brighter and more innovative future.

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