Exclusives
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New access, new responsibilities: what private credit means for wealth advisers
Written by Marcel Schindler, Partner & Head of Private Debt, at StepStone Private Wealth Private credit has long been a cornerstone of…
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Risk, regulation and the future of advice
When someone’s spent nearly two decades at the FCA and helped shape the way firms are supervised, you listen. And when that…
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Preparing for retirement in the digital age: why financial education must rise to the challenge
By Fannie Wurtz, Head of Distribution & Wealth Division, ETF & Passive Business Lines Today, retirement has become one of the top…
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Guest insight | How platforms can help make sense of Europe’s investment landscape
Europe might still baffle diplomats, but it doesn’t have to confuse investors, says Novia Global’s Linda Johnstone. In her latest blog for…
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Closing the knowledge gap: individual & group critical illness cover
Written by L&G’s Vanessa Sallows, Claims & Governance Director, Group Protection – Retail Is the group Critical Illness Cover (CIC) market growth…
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Adviser insight | Does financial advice really add value? You bet it does, says Truly Independent’s Katie Brinsden
While financial advisers will know there’s a world of difference between investing and gambling, clients often don’t. In her latest blog for…
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Why lifetime mortgages are becoming a critical IHT planning tool
Written by Dave Harris, CEO at later life lender, more2life Inheritance Tax (IHT) continues to prove a useful levy for the Treasury.…
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Neutral positioning seems prudent amid rebounding sentiment
Written by Philipp Bärtschi, chief investment officer at J. Safra Sarasin Sustainable Asset Management US economy still strong — but for how…
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The cost of indecision: when waiting for reform becomes a liability
Written by Mark Wilson, member of ALEP (Association of Leasehold Enfranchisement Practitioners) Many leaseholders today find themselves sitting on a financial time…
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5 challenges advisers face in first client meetings (and how to overcome them) by Melissa Kidd
Melissa Kidd is Director of Motem Ltd and has done some fascinating research into the challenges which advisers report having in conducting…
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