Industry Voice
Adviser approaches to outsourcing
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.'
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: ISA Boost
Helen O'Hagan explores how clients could take advantage of generous limits available at tax year end within their ISA.
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: 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
Industry Voice: Financials time
Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...
Industry Voice: S&P 500 - 2500, where next?
Another significant move in the S&P 500 marks a number of breakthroughs this year, with the index having made 34 record highs already. Whether this can continue, however, is uncertain, with the market increasingly driven by tech companies like Alphabet,...
Industry Voice: Sourcing income - Why it pays to go global
Why taking a global approach not only diversifies risk but also allows investors to access a far wider choice of yields.
Industry Voice: Why compromise?
There’s a time and a place for compromises, your proposition isn’t it.
Most read
