Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Helping adviser firms face compliance challenges head on
27 February 2019
Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with.
What is behind the evolution of managed portfolio services?
05 February 2019
The evolution of MPS has been somewhat rapid, particularly over the past few years.
Fintech is the future - along with traditional advice
23 January 2019
There may be some readers who have been around long enough to remember the ‘tech bubble’ of the late 1990s.
Risk tools – are they all that?
16 January 2019
There is an unprecedented amount of column inches being written about matching a clients’ attitude to risk and capacity for loss to an appropriate investment risk rating. The more that is written, the easier it is to forget what you are trying to achieve in the first place and there seems to be plenty of negative opinion on just about every solution.
How to do client reviews efficiently
07 January 2019
Often, when we talk about reviewing existing holdings, we mean client reviews. After all, the relationship between a client and an adviser is often for a sustained period of time, if not for life.