Long read
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Advice firms more than double client onboarding over the past year – fuelling desire to digitise vast majority of processes
Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year-on-year,…
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Investment industry publishes recommendations to strengthen retirement outcomes for UK savers
The Investment Association (IA) has launched its Investing for a Better Retirement paper, outlining a series of principles and four key recommendations to improve access…
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Clients primed to change investment strategies amid volatility fears
Nearly all advisers (92%) say clients are poised to make changes to their investment strategies if global market volatility persists in 2025.…
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Mansion House – PIMFA comments on expected FOS reform
On Tuesday 14th July, Rachel Reeves will deliver her first Mansion House speech as Chancellor, with both pensions and ISAs expected to be…
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The benefits of using liquid alternatives in portfolio construction
Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets, says Ryan Paterson, Portfolio Manager, Schroder…
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Pounds in pockets: why natural income matters in retirement income planning
An exclusive interview with BNY Investments’ Paul Flood For many investors approaching or in retirement, getting a high yield from a multi-asset…
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Helping advisers and asset managers structure success and rethink investment strategies
Today’s financial markets are full of surprises, and not always the good kind. In a world of political unpredictability, rising interest rates…
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Why Brooks Macdonald’s new retirement strategies could be timelier than ever
As the retirement landscape grows more complex and demand for flexible income solutions rises, Brooks Macdonald’s newly launched Retirement Strategies could offer…
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Halifax HPI: house prices steady as market activity rebounds – industry reaction
In a welcome sign of resilience for the UK property sector, the latest Halifax House Price Index reveals that house prices are…
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Quilter’s Lindsay James reflects on one year of Labour as market sentiment sours and growth stalls
A year ago, on 4th July 2024, the General Election resulted in a commanding majority for the Labour party as Sir Keir…
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