opinion

'Annual reviews have historically acted as a safeguard against disengagement'

'Supporting clients through the transition into retirement requires far more than technical financial expertise alone'

'If inputs diverge, so do outputs, and so, potentially, does the advice those clients receive'

Significant implications for advisers and investors relying on passive income strategies

Renewables continue to see headwinds

'A common mistake is treating co-manufacturing as outsourcing with a greater degree of influence'

'Advisers should adapt - and benefit'

'The reality is that tax planning is fast becoming the dominant theme of advice'

'Managers need to know what to look for and what to do in the moment, including when to escalate'

'The shift towards holistic advice is a natural evolution of the profession'