annual report
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The rise of multi-asset investing: Part 1 of Defaqto’s exclusive analysis
In this opening article of our comprehensive Multi-Asset Fund Insights publication, sponsored by Schroders and produced in partnership with Defaqto, Defaqto’s Fraser…
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Beyond the benchmark: why active multi-asset management wins in uncertain times
Our exclusive interview with Schroders’ Philip Chandler focuses on how and why active management is so important in a changing world. As…
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Uncertainty and volatility define 2025 so far – Q3 multi-asset strategy outlook
As we enter the second half of 2025, it seems like we have experienced more economic upheaval, uncertainty and market volatility over…
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Why property must take centre stage in financial planning conversations
Written by Matthew Cumber, Managing Director, Countrywide Surveying Services For most people, property is the most valuable asset they will ever own.…
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Fund manager view: Marlborough’s Tobias Bucks reminds us why equity investing should be about process, not preconceptions
Existential angst meets small-cap investing: Tobias Bucks (pictured), co-manager of the Marlborough Global SmallCap Fund explains why your gut feeling, like your…
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Morningstar Wealth’s Stanhope and Mills highlight key issues shaping multi-asset in 2025
From the renewed impact of US tariffs and higher-for-longer interest rates to a revived case for bonds and the evolving role of…
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Navigating customer sentiment: why consistency is key in financial services
Written by Jake Sandford, Smart Money People May brought a slight cooling in customer sentiment across the UK’s financial services sector. While…
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Land Use policy: Legal expert highlights what advisers need to know amid mixed reactions to DEFRA’s consultation
DEFRA’s land use consultation has sparked contrasting views on England’s agricultural future. As the government weighs responses from farmers, foresters, environmental groups…
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Adviser insight: Rosemount’s Ahmed Bawa on why now is the time for advisers to step up on later life clients
In his latest blog for IFA Magazine, Ahmed Bawa (pictured), CEO, Rosemount Financial Solutions (IFA), stresses why, with an ageing population and…
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From hurdles to horizons: AI adoption in financial services under the EU AI Act
As EU lawmakers refine the AI Act, financial services firms must navigate a shifting landscape where compliance, innovation and risk management collide.…
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IFA Talk Podcast – listen to the latest episode
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Guest insight: Smart Money People’s Jess Trueman highlights why supporting customer vulnerability is so important
In July 2023 the FCA’s Consumer Duty finally took effect. In the following blog for IFA Magazine, Jess Trueman (pictured) of Smart…
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A decade of giving back: 10 years of Cirencester Friendly’s 125 foundation
Written by Michelle West-Wiggins,Director of Customer Experience, at Cirencester Friendly In 1890, financial safety nets were only for the very rich. If…
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Beyond the 12-month limit: Streambank’s Roz Cawood on flexibility, speed, and broker support in regulated bridging finance
From tighter completion times to commercial diversification, StreamBank’s Roz Cawood reflects on how brokers can better support clients and overcome lending limitations…
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Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios with Schroder Investment Solutions’ Ryan Paterson
With market volatility and economic uncertainty top of mind for advisers, today’s clients are looking for resilient, diversified portfolios that can help…
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Dynamic Planner’s Head Actuary, Steph Willcox explains how you can rise to the challenge of retirement income advice
When the FCA published its thematic review of retirement income advice in March 2024, it caused a bit of a stir across…
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Richard Hulbert, Insight Consultant at Defaqto, explains the momentous changes proposed for pensions
The government is not short of ideas on how pensions could be changed to meet their needs, whether they meet the needs…
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The AI imperative in asset management: FE fundinfo’s Adam Graham explains why operational readiness comes first
As AI continues to dominate strategic conversations across the investment sector, the reality for many asset managers is that operational fragmentation, legacy…
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Here’s how to navigate the PI insurance cycle and why chasing cheap premiums can often backfire
Written by Jonathan Newell CEO & Founder of BareRock Limited After 30 years in the Professional Indemnity Insurance (PII) market, I would…
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Analyzing the Law Commission’s proposed wills reforms: a private client perspective from Russell-Cooke
Written by Angharad Lynn, Partner in the Private Client team at law firm Russell Cooke. An English Will in 2025 differs only…
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Adviser insight: You couldn’t make it up – but AI just did | Truly Independent’s Katie Brinsden warns of the risks of the wrong tech
When a piece of “cutting-edge” AI adviser tech starts obsessing over personal grooming and cat furballs, it’s time to ask: are we…
