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Sponsored

Partner Insight: How smoothed funds can meet clients' needs

Investment

Partner Insight: How smoothed funds can meet clients' needs

Andy Brown, head of fund solutions at Standard Life, explains what led the firm to create its smoothed fund proposition.

clock 21 February 2025 • 2 min read
Partner Insight:  Unlocking value: The essential guide on how to manage the transition

Investment

Partner Insight: Unlocking value: The essential guide on how to manage the transition

Schroders' Tim Carr and Ghislaine Perry discuss how to evaluate the need for change, key points to consider when choosing the right investment partner and how to manage the transition.

clock 13 February 2025 • 2 min read
Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Investment

Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Catch up on the discussion

clock 10 February 2025 • 1 min read
Partner Insight:  Future-proofing your business:  The case for investment outsourcing

Investment

Partner Insight: Future-proofing your business: The case for investment outsourcing

Schroders' Jamie Fowler and Philip Chandler explain why outsourcing is a proactive strategy that can transform your advisory business.

clock 31 January 2025 • 2 min read
Watch Professional Adviser's Working Lunch with Orbis now: Risk and return from the bottom up

Investment

Watch Professional Adviser's Working Lunch with Orbis now: Risk and return from the bottom up

Catch up on the discussion

clock 31 January 2025 • 1 min read
Partner Insight: Can advisers help narrow the gender wealth gap?

Adviser tips

Partner Insight: Can advisers help narrow the gender wealth gap?

There are plenty of ways the advice industry can help women on their financial journeys and alleviate some of the disadvantages of those gaps.

clock 18 December 2024 • 2 min read
Partner Insight: Is FOMO overruling investment basics?

Investment

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

clock 16 December 2024 • 3 min read
Partner Insight: How to prepare your clients for the great wealth transfer

Adviser tips

Partner Insight: How to prepare your clients for the great wealth transfer

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.

clock 11 December 2024 • 2 min read
Partner Insight: How IHT changes affect legacy planning

Tax planning

Partner Insight: How IHT changes affect legacy planning

The Budget changes mean inheritance tax-efficient assets will become less effective for clients in achieving their legacy goals.

clock 09 December 2024 • 8 min read
Partner Insight: How to talk to clients about approaching retirement

Adviser tips

Partner Insight: How to talk to clients about approaching retirement

From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.

clock 05 December 2024 • 1 min read
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