Exclusives
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Linda Johnstone, Head of Investment Proposition at Novia Global explains how advisers can help clients manage investor anxiety
Let’s face it, market volatility has been giving everyone whiplash lately. From geopolitical shocks to economic uncertainty, there’s been no shortage of…
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What financial advisers really think about tech, AI and the next-gen wealth shift…FE fundinfo’s David Scholes discusses their recent adviser survey results
Chances are you’ve heard the words ‘AI’ and ‘generational wealth transfer’ more than once. These are two of the biggest topics shaping…
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Artemis: Why credit spreads aren’t as tight as they seem
UK investors sold down a net £1.24bn of bond fund holdings in April, the second-worst month on record, even though net equity…
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What’s next for advice? Succession’s Graham Nicoll on culture, consolidation and closing the gap
In an ever-evolving world of financial advice, change is the only constant. Whether it’s the wave of consolidation reshaping the advice landscape,…
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Stephens: How will M&A transform the asset management industry in 2025?
The asset management industry is in the midst of a significant transformation. Fee pressure, regulatory demands, and technological shifts are reshaping the…
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The AI paradigm shift: How AI is fundamentally redefining business operations, competition, and growth
As AI accelerates from niche innovation to foundational infrastructure, financial advisers must understand the transformative impact this technology is having across industries…
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How client listening can fuel business development for professional services firms
In the following insight, Paul Roberts, CEO of MyCustomerLens, explores how new methods of AI-driven client listening can fuel business development, but…
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How platforms can help soothe the nerves of advisers and their clients | Guest insight from Novia Global’s Linda Johnstone
In a climate of persistent market uncertainty and negative headlines, Linda Johnstone, Head of Investment Proposition at Novia Global, explores how platforms…
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Legal lens: What does the government’s intervention in the pensions market mean for advisers?
As the government unveils its latest proposals for reforming defined contribution and defined benefit pensions, financial advisers face a shifting landscape. Rachael…
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Modernising Wills Law: Legal expert explains what financial advisers need to know about these important changes
As the Law Commission unveils landmark proposals to bring Victorian-era Wills law into the 21st century, Tamasin Perkins (pictured), Partner at international…
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