Industry Voice
How Retirement Is Changing
Industry Voice: Traditional retirement planning models are becoming outdated, as clients' journey to and through retirement become more transitional and complex.
Why we're defensive in this market environment
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.
Video: How to plan for retirement
Partner Insight: Introducing the Architas education series for clients.
Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today
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...
In conversation with advisers: plan for succession
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.
Outsource to improve client outcomes
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
Why financial advice needs more women advisers
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
Costs are main concern when outsourcing, say advisers
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
In conversation with advisers: Going digital if your clients desire it
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.
In conversation with advisers: keeping fees transparent
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.
What are the 5 types of advised investor?
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...
In conversation with advisers: outsourcing to the specialists
Partner Insight: Cathi Harrison, owner and director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss outsourcing to specialists.
In conversation with advisers: staying on top of regulatory risk
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss how to stay on top of regulatory risk.
In conversation with advisers: Meeting the FCA's 'suitability' requirements
Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the criteria laid out by the Financial Conduct Authority (FCA) with regards to the...
In conversation with advisers: Risk profiling - how should risk be targeted?
Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss how risk should be targeted.
In conversation with advisers: What outsourcing tools do you use?
Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss what tools are used for outsourcing.
In conversation with advisers: Where should the initial focus be - costs and client planning?
Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the topic of costs and client planning.
How much do you need for a comfortable retirement?
PARTNER INSIGHT: We are all living longer according to the Office for National Statistics - how can we effectively plan for our financial futures
The benefits of diversification
PARTNER INSIGHT: Many investors know that it rarely makes sense to have all their 'eggs in one basket.' That is why some investors choose to diversify. Jaime Arguello, chief investment officer of multi-manager Architas, explains why
How can investors achieve a smoother investment journey for retirement?
PARTNER INSIGHT: The rise in demand for multi-asset investing is largely driven by the need for a simple one-stop solution for investors, says Frank Potaczek, head of UK proposition at Architas
In conversation with advisers: A changing landscape for advisers?
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met in London recently to discuss the topic: 'Adviser approaches to outsourcing.'
In conversation with advisers: Improving client outcomes
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'
In conversation with advisers: The business case for outsourcing
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently to discuss the topic: 'Adviser approaches to outsourcing.'
In conversation with advisers: How has the outsourcing model changed over time?
PARTNER INSIGHT: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'
Most read
