Partner Insight: Introducing the Architas education series for clients.
Industry Voice: Traditional retirement planning models are becoming outdated, as clients' journey to and through retirement become more transitional and complex.
INDUSTRY VOICE: For over a year Morningstar Investment Management has been moving to more defensive positions in its multi-asset portfolios, both across asset classes and within them. Here's an explanation as to why.
PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
Partner Insight: Introducing the Architas education series for clients.
Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London to discuss how you would plan an 'exit strategy' for your business, if the situation arose.
Partner Insight: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
INDUSTRY VOICE: The advice gap in the UK cannot be understated. There are just 25,000 advisers to cover the entire adult population of the UK, meaning advisers are outnumbered six to one by lawyers and 12 to one by accountants
Partner Insight: Over half of advisers (52%) say 'associated costs' are one of their biggest concerns if they outsource their investment management, according to a Twitter poll among Professional Adviser followers