Sue Whitbread
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Technology in financial advice: Zahid Bilgrami, CEO at Defaqto argues that with disruption comes opportunity
This article is part of our special focus on the use of technology in financial planning Technology is driving change in financial…
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The unintended consequences of RDR – Verona Kenny of 7IM reflects on the legislation
Changes to legislation in recent years have brought big changes to the way advice is delivered for clients in the UK. Verona…
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A sense of security: Brian Tora reminds us that despite the benefits to the advice profession of the use of technology, matters of security are more important than ever
There is little doubt that the world of financial planning and advice has becoming increasingly driven by technological advance. However, despite all…
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Better Business – Brett Davidson highlights how to boost internal communications and create greater engagement within your team
Great businesses know that having an engaged team at their core is a key part of achieving their goals. They also know…
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ESG investing – a short video with Ben Constable-Maxwell of M&G Investments
In this brief video, Ben Constable-Maxwell, Head of Sustainable and Impact Investing with M&G Investments discusses ESG, who it is for, strategies,…
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Assessing value for money in a post-MiFID world -lang cat’s Mike Barrett has a practical take on it for advisers
With platforms set to issue new cost and charge statements to investors imminently, Mike Barrett of the lang cat argues that now…
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Franklin Templeton – Boris Johnson faces challenges at home and abroad
With Boris Johnson, one of the most enthusiastic supporters of Brexit, set to become the United Kingdom’s new prime minister today, David…
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Markets should be wary of Boris Johnson’s attitude to fiscal stimulus and taxation – M&G Investments
Tristan Hanson, multi-asset fund manager at M&G Investments, comments on the Conservative leadership election result “Boris Johnson is to be the UK’s…
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Skipping and repeating – weekly reflection from Rowan Dartington’s Donald Maxwell-Scott following the appointment of Boris Johnson as new Tory leader
By Donald Maxwell-Scott, Technical Investment Manager, Rowan Dartington It has been an enjoyable summer break so far. No, we are not talking…
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The Boris factor – comment on Johnson’s appointment as Tory leader from Tom Selby, AJ Bell.
Boris Johnson will become Prime Minister of the United Kingdom tomorrow after winning the Conservative leadership contest. While the former Mayor of…
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