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

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.

Meeting with clients allows advisers to demonstrate their own value, as well as better understand their client’s financial goals. But what role should intergenerational wealth play in these annual conversations?

The industry has successfully guided baby boomers to retirement. But their children think and act very differently. Without an intergenerational strategy there could be a rapid decline in clients and AUM.

Climate change affects the long-term asset class return assumptions that underpin portfolio construction and multi-asset investors need to consider its implications carefully.

Learn how BMO GAM use a range of metrics to gain a rounded picture of a company's impact.

With most investment groups adopting ESG in some form, how do advisers choose a strategy which is right for clients?

Asset managers must provide evidence demonstrating the right investments are being made both from financial and sustainability aspects, or risk undermining investors’ trust, Schroders’ Alex Funk says.

As inflationary concerns rise, the case for equities over fixed income strengthens, writes Thomas Rostron, CEO of Horizon by Embark