Opinion

A yearly round-up

Financial advisers are not doing enough to engage with clients' beneficiaries, writes Tim Sargisson, who lays out why engaging the next generation is so important for advisers and their businesses...

In an environment where demand for personalisation is rising across a range of products and services, writes Jenny Davidson, financial advisers must follow suit and embrace new technology to offer individual investment preferences at scale…

In the latest of his articles on the realities of the Senior Managers & Certification Regime (SM&CR), Mark Greenwood looks at the mechanics of changing roles and Senior Manager functions under the new regime now it is in place…

'Overly rational'

It has been a busy year for investment trusts, writes Laura Suter, but are they starting to change fund managers more often?

Quantitative easing has left investors taking on more and more risk in the search for yield, writes Darius McDermott, who analyses the options available to advisers to help clients generate an income

Boris Johnson may have tried to insult David Cameron by calling him a 'swot', writes Simon Goldthorpe, but, for IFA business owners, it may not be such a bad thing...

With growth companies on 4% outperformance per year since 2014, James Klempster looks at how value companies are fighting back...