Your go to place for our latest content and topical market updates, designed to support you, your business and your clients.
More money doesn't always mean more happiness. This article explores the importance of weighing potential opportunities not just by salary, but by their impact on long-term happiness and financial wellbeing.
As financial advisers, the focus is often on numbers, but true wealth involves living the life you want, with the resources available. In this article, discover how to help clients prioritise their health and wellbeing alongside financial planning.
Steven Cameron breaks down the Government’s Pensions Investment Review Final Report and explains the implications for workplace pensions, advisers and EBCs.
Reddit is growing as an unlikely source of investment advice - it's important to understand why, and how you can keep up.
The Government called on financial services regulators to set out how they plan to support their growth agenda. Here's how they responded, with our thoughts and key takeaways.
This article explores the findings of NextWealth's Platforms Unpacked guide, sponsored by Aegon. By looking at how the platform market has developed in the past, we consider what it could look like in the future.
Choosing a platform model to suit your business is one of the most important strategic decisions you'll make, but it's also one of the hardest. In this article, we lay out seven steps that could help you to develop an effective platform strategy, enabling you to make the most of your platform.
In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.
Tax and Trusts Manager, Elaine Cruickshank, outlines how intergenerational wealth planning provides a real opportunity for advisers.
In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.
The way customers consume financial advice is changing, with younger generations turning to social media for guidance on money and investing.
The first generation of 'digital natives' is a huge potential client base for financial advisers. This article will help you attract - and retain - their attention.
With the world changing quickly, here are 7 considerations for effective marketing in modern society.
Find out how AI is being used by financial advisers, the opportunities it brings and how it could shape the way you work in the future.
Research from The Lang Cat shows that removing three key barriers to advice could lead to double the number of paying clients. Here’s what you need to know.
From the new Labour Government to the Advice Guidance Boundary Review and life after Consumer Duty, our Pensions Director, Steven Cameron, reflects on 2025's key regulatory developments and explores his predictions for 2025.
The FCA is consulting on targeted support for pension and investment decisions, with draft rules expected in early 2025 to provide accessible, affordable assistance at crucial times.
Our Pensions Director, Steven Cameron, explores the FCA’s Call for Input following the introduction of the Consumer Duty, sharing his thoughts on where there’s possible scope for removing or simplifying requirements as well as potential implications.
In this article, our Pensions Director, Steven Cameron, explores potential Government pension tax reforms ahead of the Autumn Budget on 30 October 2024 as they look to plug the ‘black hole’ in the nation’s finances.
Our Head of Pensions, Kate Smith, shares the latest information on pension dashboards.
In this article, our Pensions Director, Steven Cameron, explores Labour’s confirmed and potential plans for UK’s pension policy, considering what future changes could mean for the pensions world and the advice you give.
Using our new 'Second 50' research, we explore how an evolving 'multi-stage' life could shape your clients' advice needs in the future.
In this article we’ll show you 3 ways that prioritising your clients’ financial wellbeing could align with the ability to meet your Consumer Duty objectives
As life becomes more 'multi-staged' we explore 4 reasons why financial wellbeing should be embedded in your advice.
During this turbulent time, you can offer your clients vital support. Here are some strategies that could help you assist your clients navigate divorce.
