opinion

‘Friction between advisers and paraplanners rarely appears out of the blue’

How buy-and-build execution is changing

'Technical planning alone is no longer enough'

Rory McLaren hops in his time machine to 2036 and reflects on what the advice profession got right in 2026...

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

'Financial markets are increasingly pricing in a more benign inflation environment ahead'

'When it comes to AI and its impact on the environment, honesty is the best policy'

April 2027 sees unused pension funds come under the scope of IHT

'Three things appear to be moving the needle'

'The value of financial advice remains deeply human'