Industry Voice
In conversation with advisers: What next for ESG investing?
Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss how they broach the topic of sustainability...
In conversation with advisers: SRI mean compromising performance?
Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss how they broach the topic of sustainability...
The changing employment landscape and its impact on saving for the future
Industry Voice: Scottish Widows pension expert Robert Cochran and economist Andrew Scott discuss the future of employment and income, in episode three of Scottish Widows' podcast series.
What is the impact of charges on your clients' investments?
Industry Voice: This year has seen investment management charges come under the spotlight.
In conversation with advisers: How do different types of investors view sustainable investing
Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss different types of investor attitudes towards...
In conversation with advisers: How to explain what sustainable investing is to clients
Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss how they broach the topic of sustainability...
Retirement planning in an age of longevity
Industry Voice: Scottish Widows Pension Expert Robert Cochran caught up with Andrew Scott to discuss retirement planning in an age of longevity. Andrew Scott is a Professor of Economics at London Business School and co-author of the book 'The 100 Year...
Are negative emerging market headlines hiding a wealth of opportunities?
Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.
Airports, casinos and e-sports: Finding sustainable income opportunities in Asia
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
Why your clients' retirement income needs are becoming increasingly complex
Industry Voice: Iain Petrie discusses how Retirement Account from Scottish Widows can help deliver a more flexible retirement
How Longevity Is Turning Retirement Planning on its Head
Industry Voice: For generations, life expectancy has been steadily increasing, with more and more people now likely to live to 100.
Video: What are multi-manager fund of funds?
Introducing the Architas education series for clients.
New regulation responsible for outsourcing boom - Architas' Bampton
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas
Video: Alternative investments explained
Partner Insight: Introducing the Architas education series for clients.
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.
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