Industry Voice

INDUSTRY VOICE: For over a year Morningstar Investment Management has been moving to more defensive positions in its multi-asset portfolios, both across asset classes and within them. Here's an explanation as to why.

Partner Insight: Introducing the Architas education series for clients.

Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London to discuss how you would plan an 'exit strategy' for your business, if the situation arose.

Partner Insight: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship

INDUSTRY VOICE: The advice gap in the UK cannot be understated. There are just 25,000 advisers to cover the entire adult population of the UK, meaning advisers are outnumbered six to one by lawyers and 12 to one by accountants

Partner Insight: Over half of advisers (52%) say 'associated costs' are one of their biggest concerns if they outsource their investment management, according to a Twitter poll among Professional Adviser followers

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss offering digital services to clients.

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss the issue of fee transparency in relation to clients.

INDUSTRY VOICE: Knowing how investors select advisers is key to better understanding your clients. We identified five profiles of common client types who tend to share important traits. Our findings suggest how you can deepen your relationships with...