Sue Whitbread
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Back to Black? Brian Tora assesses whether now is the time to increase exposure to energy stocks.
Back to Black? The oil price has been rising over the last few months but is now the time to reconsider portfolio…
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Ed’s Rant: Mike Wilson attempts to explain what’s been going on in the market for metals and what might lie ahead
Pedal To The Metal It’s all about the supercycle, stupid. Michael Wilson dons his helmet and gloves to do battle with the…
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Weekend press review: Vital statistics
At a time when London is considering its position in the event of a non-services customs union, the Financial Times has perhaps…
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How can you capitalise on the Blockchain revolution within your clients’ portfolios?
In today’s changing world, it’s important for advisers and paraplanners to understand the developments in global transactions and how Blockchain underpins the…
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Better Business: Brett Davidson considers the differences between employed and self-employed advisers
Better Business – Employed or Self-Employed Advisers? Is it more effective for a financial planning business to operate with employed or self-employed…
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The estate planning scenario: Mark Lambert of HSBC Life gives an overview on the importance of estate planning
Mark Lambert of HSBC Life looks at why is estate planning such an important part of the financial planning process The first…
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Estate Planning: How to avoid damaging the standard of living for clients in later life
Oxford Capital highlights a useful strategy offering advisers an effective IHT planning solution with flexibility and control Currently, the majority of IHT…
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Estate planning: we talk to James Sore, Chief Investment Officer of SyndicateRoom
With a huge range of options and products for advisers to consider in the estate planning space, we talk to James Sore,…
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Intergenerational financial planning – keeping it in the family. Henny Dovland, Time Investments.
Henny Dovland, inheritance tax expert and business development manager at TIME Investments talks through some of the considerations involved As we live…
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Impact Investment a ‘win-win’ for both investors and advisers says Triple Point
A more principled approach to investing is a key theme sweeping markets says Triple Point as they highlight the importance of…

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