Exclusives
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
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Opinion: Marlborough’s Chand Lall suggests five reasons to believe UK equities are truly back on track
For years, UK equities have watched enviously as their US cousins partied on without them. But has the music finally stopped across…
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Investment as a test of faith: Fiske’s Tony Conway draws parallels between investing and a long-distance trek
As he treks nearly 2,000 kilometres along the ancient Via Francigena, Tony Conway, Investment Manager at Fiske, draws timely parallels between the…
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Why cutting salary sacrifice pensions would be a short-term win – and a long term disaster, says Penfold’s Chris Eastwood
Rumours of changes to salary sacrifice pensions in the Autumn Budget have sparked concern across the industry. In the following analysis, Chris…
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Adviser insight: Financial advisers need enablers, not blockers says Rosemount’s Ahmed Bawa
One of the challenges financial advisers face is the sheer breadth of areas that clients may want support with. This isn’t about…
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Legal lens | When does non-matrimonial property become matrimonial property in the context of financial remedy proceedings?
Guest insight from Richard Kershaw (pictured), Partner, Hunters Law LLP The highly anticipated Supreme Court judgment in Standish v Standish is set…
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Cohen & Steers’ Palma outlines expected returns for the next 10 years amid elevated inflation and resilient global growth
Jeffrey Palma, head of multi-asset solutions at Cohen & Steers, shares the firm’s latest 10-year capital market assumptions, exploring how shifting macroeconomic…
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Fund manager view: Trumpian economic chaos has put US in the danger zone says Trium Capital’s Tom Roderick
Mounting trade tensions, dwindling energy tailwinds and tighter monetary conditions are raising serious questions about the sustainability of US economic strength. In…
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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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