multi-asset funds
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Bluffs and bargaining inside the US-Japan tariff negotiations | Edward Cartwright, Arcus Investment
The US-Japan tariff negotiations highlighted Donald Trump’s preference for bluff and bargaining over outright confrontation, creating both political unease and fresh market…
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Inheritance on divorce: Legal expert shares update on recent changes
As the number of people depending on inheritances grows, recent guidance from the Supreme Court has clarified how courts will treat inherited…
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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike some,…
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Summer of legal shakeups: what financial planners need to know
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how pre-marriage wealth, inheritance, and…
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Why platforms are the real building blocks of value and why advisers need them more than ever | Linda Johnstone, Novia Global
Platforms might not be the most glamorous part of financial services, but as Linda Johnstone, Head of Investment Proposition at Novia Global,…
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The power of cover upgrades: demonstrating real benefits for existing clients
Written by Jo Penrose, Head of Proposition, at Guardian Treating existing customers fairly can sometimes feel like something companies pay lip service…
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Adviser insight | IFAs must make the case for independence to deputies says Rosemount FS’ Ahmed Bawa
Written by Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) There is a lot of responsibility involved with playing the role of legal…
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Guest insight | The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
We’ve all heard the story: UK Baby Boomers are sitting on more than £5 trillion in wealth and, over the next 20-30…
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Thinking differently about fixed income | Guest insight from Richard Parkin, BNY Investments
Fixed income is often seen as the dependable corner of client portfolios, but recent market shifts have highlighted both its risks and…
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Supreme Court car finance ruling – what it means for victims and lenders
Written by Eddie Flanagan, Partner and specialist in debt and asset recovery at Shakespeare Martineau The recent Supreme Court judgment on commissions…
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Key considerations for IFAs to support clients when exiting a family business
Written by Jane Ingleby, Partner (Family), and Ellie Milner, Partner (Private Client), Mills & Reeve As more baby boomer entrepreneurs prepare to…
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Stuart Coombe, Partner at Old Mill, shares his journey from paraplanner to partner
What does it really take to grow from a paraplanner into a partner at a thriving wealth management firm? For Stuart Coombe,…
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Mortgage compliance teams could become more important, not obsolete
Written by Dawid Kotur, CEO of Curvestone Nobody knows exactly how AI will reshape mortgage compliance, but here’s one compelling vision: Mortgage compliance…
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Why education, engagement and inclusiveness are key to the future of financial advice | Truly Independent’s Cara Robinson
Education, engagement and inclusiveness aren’t just buzzwords – they could be the key to securing the future of the advice profession. In…
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Why US buyers are flocking to prime UK property – and how they can avoid tax traps
Written by Alexa Kordowicz and Leigh Sayliss, Directors at law firm, Lawrence Stephens. With more Americans than ever making the move to…
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Spotting the spin: JB Beckett on what advisers can learn from the world of Forensic Linguistics
In his latest, and highly thought-provoking, piece JB Beckett lifts the lid on Forensic Statement & Linguistic Analysis, the cutting-edge discipline helping…
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Investments need to work smarter as we work harder – HSBC Life
Written by Mark Lambert, Head of Onshore Bond Distribution, HSBC Life (UK) Limited Record numbers of over-65s are still currently working with…
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New access, new responsibilities: what private credit means for wealth advisers
Written by Marcel Schindler, Partner & Head of Private Debt, at StepStone Private Wealth Private credit has long been a cornerstone of…
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Risk, regulation and the future of advice
When someone’s spent nearly two decades at the FCA and helped shape the way firms are supervised, you listen. And when that…
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Preparing for retirement in the digital age: why financial education must rise to the challenge
By Fannie Wurtz, Head of Distribution & Wealth Division, ETF & Passive Business Lines Today, retirement has become one of the top…
