Exclusives
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Part 2: Surviving the current market storm, with Royal London’s Trevor Greetham
In a recent episode of our IFA Talk podcast, we welcomed Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, into…
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To eliminate GIGO, why complex data needs a KISS revival | Insights for advisers from Raw Knowledge MD, Preya Patel
As wealth management data grows ever more complex, the sector faces a critical challenge: without clean, auditable information, AI tools and digital…
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Part 1: Surviving the current market storm, with Royal London’s Trevor Greetham
In a recent episode of our IFA Talk podcast, we welcomed Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, into…
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Legal lens | Cross-border divorce: Stowe Family Law’s Rajput explains why financial advisers should think internationally
As global mobility reshapes the lives – and balance sheets – of wealthy clients, divorce is no longer a purely domestic affair.…
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AI overload: Are advisers building tech stacks when what they really need is one solution?
Artificial intelligence is rapidly becoming part of the adviser toolkit. What started as experimentation with tools like ChatGPT has quickly evolved into…
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Retirement planning: Dynamic Planner focuses on income preferences, not just risk tolerance
Understanding a client’s attitude to risk has long been a cornerstone of financial planning, but when it comes to retirement, advisers must…
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Analysis | Patrick Murphy explains how and why cyber risk is becoming an important governance issue for IFAs
In this highly thought-provoking article, Patrick Murphy argues that cyber attacks are no longer simply an IT problem for advice firms but…
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2026: A pivotal year for VCTs
Jon Prescott, Partner at PXN Investments, explores why the April 2026 rule changes are reshaping adviser conversations on Venture Capital Trusts. From…
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Simplifying customer vulnerability without being simplistic | Insight from MorganAsh’ Andrew Gething
As the industry pushes for regulatory simplification, customer vulnerability risks being reduced to overly simplistic processes. Sharing his latest thinking with IFA…
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Insight | Origo’s Innes Miller explains the value of a ‘data lake’ and why more advisers are creating them
As advice firms place greater value on the power of their own data, many are exploring the benefits of building a ‘data…
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