Exclusives
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Confluence: Why FBOR is the answer to the risks hiding in your clients’ portfolios
When a client asks what they own, most advisers can answer that question at the fund level. They can point to an…
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Opinion | The FCA is simplifying advice. But, asks Patrick Murphy, are we focusing on the right things?
The FCA has just published one of the most important consultation papers in years, on simplifying pensions and investment advice. Earlier…
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Scaling through culture: How incremental behavioural changes can transform asset managers
Asset management has a habit of talking about scale as if it were an unqualified good. Bigger platforms, broader capability sets and…
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The 70% succession gap – why most wealth transitions aren’t ready
New research from BDO’s recently launched report, WealthAnalysis: A psychosocial study of trust in the lives of the wealthy, puts a precise…
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Manager Insights |Why infrastructure holds up amid Middle East inflation pressures
With so much uncertainty hitting the global economy as fears of inflation look to impact growth, Shane Hurst, Portfolio Manager, ClearBridge Investments,…
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The AI challenge facing financial services (and how to turn it into an advantage)
Artificial intelligence is rapidly reshaping the role of financial advisers, creating both significant disruption and opportunity across the sector. Tasks that once…
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The rise of the sandwich generation client
Intergenerational planning is coming under pressure as a growing cohort of clients is being pulled in two directions at once, supporting ageing…
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Analysis | Are we overlooking whether Iran conflict could be the next ‘big wave’ to hit markets? Strait talking from Trium Capital’s Tonev
Considering the massive levels of uncertainty around the global economy as a result of the conflict in Iran, are markets being complacent?…
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Preparing for tomorrow: the role of trusts in ‘The Great Wealth Transfer’
More wealth than ever before is expected to pass from older generations to younger ones over the coming years in what has…
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How advisers can use housing equity in intergenerational planning
Housing equity is becoming a defining factor in intergenerational financial planning, yet it is still not consistently embedded within mainstream mortgage and…
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