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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?'
Advisers respond: Client retention or acquisition?
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?'
Advisers on GDPR - an opportunity or a chore?
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?
'No bull market goes on forever…but things can often last longer than you think'
Partner Insight: Bill McQuaker, portfolio manager of the Multi Asset Open range at Fidelity International, reveals how he continues to test market conditions every day to deliver the best possible returns for clients
Investing in alternatives at the end of a market cycle
Partner Insight: As monetary policy begins to diverge, Michael Costa, assistant portfolio manager at Fidelity International, explains why having a proper allocation to alternative assets is becoming more important
How to prepare for the normality of a market setback
Partner Insight: James Bateman, chief investment officer for Multi Asset at Fidelity International, argues investors need to ensure they are protected against negative market movements following February's pull-back.
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...
Post-Patient Capital: '85% of VCTs largely still invest in buyouts…we are in a transition period'
Partner Insight: The sector will need time and a 'degree of adjustment' if it is to steer away from its reliance on buyouts and move towards growth investing over the long-term.
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.
Defensive and resilient: Misunderstood AIM is not in bubble territory
Chris Hutchinson, director at Unicorn Asset Management, reveals how the group has retained a conservative approach to investing even when dealing with Aim's early stage and smaller businesses.
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: Relative vs absolute volatility
The Aviva Investors Multi-asset Funds (MAF) target equity risk rather than absolute volatility. Thomas Wells, Multi-asset Fund Manager, explains that while absolute volatility varies significantly over time, the inherent risk of investing in equities remains relatively constant.
Determining an evolutionary moment for tax efficient platforms
Partner Insight: Investment in the VCT sector has traditionally lagged in terms of the technology and infrastructure available for investors. This is finally changing, says David Lovell, operations director at GrowthInvest
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: Volatility targeting: a cautionary tale
The finance industry is fixated with using volatility as a measure of risk to the extent that the terms ‘volatility’ and ‘risk’ are used interchangeably. Yet there are many pitfalls associated with blindly following volatility, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
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.
