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
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?'
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?'
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?
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
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
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.
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.
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...
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.