Industry Voice
Tactics for advising between the generations
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
Know thyself, then invest
Partner Insight: The team responsible for managing LGIM's Multi-Asset Targeted Return Fund discuss how they overcome a range of individual investment and behavioural biases in order to deliver a cash +5% return target
Advisers debate the future of client engagement tactics
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
Segmenting clients by asset size doesn't work, say advisers
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
Industry Voice: The Retirement Wave?
The opportunities for advisers giving retirement advice in the UK are huge, and are set to keep growing, with the value of savings in defined contributions estimated to exceed £1 trillion by 2025.
Industry Voice: Customer Segmentation At Retirement
Imagine a cautious 66-year-old using drawdown for income, and a 35-year-old, however cautious, saving with an ISA. The two are unlikely to be well served by the same process and investments. For clients who intend to use drawdown, the industry is now...
Industry Voice: MAF and EM small caps: gaining exposure to the emerging markets' profit machine
The managers of the Aviva Investors Multi-asset Funds believe that small caps provide the best means of profiting from the emerging markets growth story. Through careful fund selection they aim to only invest in high- quality companies with sustainable returns, bright prospects and a proven track record.
Industry Voice: The Impact of Living longer on Retirement Planning
Since the pension reforms of 2015, investors have a greater degree of flexibility and choice when accessing their savings. Significant though the reforms were, they have to be seen within the context of other changes affecting retirement, particularly...
Industry Voice: Relative vs absolute volatility
The Aviva Investors Multi-asset Funds (MAF) target equity risk rather than absolute volatility. Thomas Wells, Multi-asset Fund Manager, explains that while absolute volatility varies significantly over time, the inherent risk of investing in equities remains relatively constant.
Industry Voice: ISA Boost
Helen O'Hagan explores how clients could take advantage of generous limits available at tax year end within their ISA.
Industry Voice: Volatility targeting: a cautionary tale
The finance industry is fixated with using volatility as a measure of risk to the extent that the terms ‘volatility’ and ‘risk’ are used interchangeably. Yet there are many pitfalls associated with blindly following volatility, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
Industry Voice: Tapered Annual Allowance
Mark Devlin is a member of Prudential's Technical team. He explores how Tapered Annual Allowance can be a tricky path to navigate in terms of planning.
Industry Voice: I'll think about my pension next year
Clare Moffat leads the pensions 'wing' of Prudential's Technical team. Clare looks at clients who want to make large contributions and how it's important that they are always scooping up Annual Allowance from the earliest years possible.
Industry Voice: The butterfly effect in global markets
Events in far-flung corners of the globe can reverberate through financial markets. Thomas Wells, Multi-asset Fund Manager at Aviva Investors, says their global approach allows them to identify potentially attractive asset classes from around the world and those they would prefer to avoid.
Industry Voice: The folly of home bias
Investors across the globe have an apparently innate home bias, preferring to invest in companies based in domestic markets rather than looking abroad, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
Industry Voice: Back to fundamentals
In the future, investors may once again need to consider the key factors that drive the individual price of assets higher and lower, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
Industry Voice: MIFID ll - compliance, business strategy or both?
When you think about MiFID, what is your first response? Whilst we know we should treat such legislation changes as opportunities for positive change, the everyday pressures of running a business make it difficult to put into practice.
Industry Voice: Outlook 2018: Bill McQuaker
Deviating from Goldilocks stocks
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