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Retirement

Why 65 as an age for retirement has not been relevant for a long time…

clock 22 July 2021 • 1 min read

Retirement

Partner Insight: Have you reassessed your clients' risk appetite well enough in 2021?

Canada Life’s retirement solutions director, Nick Flynn, on the opportunity to reassess the solutions on offer to clients today

clock 21 July 2021 • 2 min read

Partner Insight

Partner Insight: Can deeper engagement lead to more forward-looking ESG analysis?

Claudia Wearmouth, Co-Head, and Vicki Bakhshi, Director, of BMO’s Responsible Investment team on how different ESG-related activities can strengthen each other

clock 20 July 2021 • 3 min read

Investment

Partner Insight: Where might values-based investing be heading?

Royal London Asset Management’s (RLAM's) Mike Fox and Ashley Hamilton Claxton on some key trends – both positive and negative

clock 19 July 2021 • 3 min read

Investment

Partner Insight: Values-based investing - Time to look beyond the obvious?

Clients and managers are confused

clock 19 July 2021 • 4 min read

Investment

Industry Voice: Why we need a global ESG standard

As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, Fidelity’s investment experts discuss why corporates and investors must adopt a consistent global standard of ESG definitions...

clock 19 July 2021 • 8 min read

Adviser tips

Industry Voice: Identifying the right households to speak to about gifting

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

clock 19 July 2021 • 4 min read

Partner Insight

Partner Insight: Tick tock - Can responsible investing move the dial on the most urgent global priorities?

BMO’s Claudia Wearmouth and Vicki Bakhshi on how they focus their approach

clock 14 July 2021 • 4 min read

Retirement

Partner Insight: The negative reality of retirement 'illustrations' and predictions

The pandemic brought home the unexpected nature of investment returns and the impact those can have on retirement planning

clock 14 July 2021 • 2 min read

Adviser tips

Industry Voice: 5 ways for advisers to appeal to younger generations

Younger generations are facing financial pressures and difficulties. But the prospects of Generation X and Millennials must be prioritised for advisers looking to grow their business.

clock 12 July 2021 • 3 min read
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