Sue Whitbread
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Responsible investing
With 2020 a critical year for addressing climate change ahead of the Glasgow COP26 meetings, BMO Global Asset Management (BMO GAM)…
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Defaqto launches new pension switching tool
The new tool will allow advisers to provide clients with research-backed intelligence – ensuring compliance around pension switching decisions Defaqto, the…
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2020 – the changing world of financial planning
Paul Campion, wealth planner, Succession Wealth, peers through the financial planning lens to highlight some of the technical areas where he believes…
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2020: climate crisis conscious investing
Do not expect a lighter shade of green in 2020. That’s the call from Jon Forster, Impax Environmental Markets, as he explains…
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2020 Vision – opportunity or threat?
When it comes to making asset allocation decisions for client portfolios in 2020 and beyond, are there particular sectors which might offer…
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Markets through a lens – Brian Tora
What lies ahead for the global economy and investment markets in 2020? As 2019 draws to a close, Brian Tora reflects on…
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Twenty Twenty Vision – from Mike Wilson
We all know how to read the road map, says Michael Wilson. Of course we do. But is that shimmering vision on…
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Choosing the right paraplanning solution
As more and more financial planning firms are recognising the importance of having an effective paraplanning process in place, Tracey Underwood,PACE Solutions,…
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How good are your business habits?
Even the best financial planning firms can benefit from a practical review of their business habits in pursuit of excellence. Brett Davidson,…
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Intergenerational planning
Helping clients to make effective plans to maximise the amount of their estate which is passed to their chosen beneficiaries after death…
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