Collaborator News

Advisors and investors have long returned to the traditional 60% equity/40% bonds portfolio to balance risk and return. However, with an increased emphasis on client

Most investment conversations still start with a risk profile. Low risk. Medium risk. High risk. Then a portfolio is selected, and the recommendation flows from

In this Q&A, senior portfolio manager Daniel Nilsson – who started his career as an IFA – discusses some of the key changes in the

Running an advice business today looks very different from even a year ago. Simply experimenting with artificial intelligence is no longer enough. AI is changing

The financial planning profession is evolving, and the advisers we speak to increasingly feel that conversations with clients are evolving too. Financial advice is moving

Markets have re-entered choppy waters – and clients are feeling it. Volatility is once again a defining feature of the investment landscape. For financial advisers,

Written by: Dr Isaac Kean, Market Insights, Tatton Investment Management Investors often talk about capital markets like they’re people. Markets “expect” lower interest rates. They get

Written by: Alan Gurung – Co-founder & CEO, AdvisoryAI Over the past 2 years I have watched more than 1000 firms evaluate AI tools. A clear

Our latest research paints a nuanced picture of financial confidence across the UK. Only 38% of UK adults say they are confident that they or

Written by: Nick Eatock, CEO, intelliflo Use of artificial intelligence has grown rapidly over the last year. Our latest Advice Efficiency survey found that 43% of

Written by: Tom Wilson, Head of Credit Research and Portfolio Manager I doubt Twain had credit defaults in mind when he made this quip, but

Written by: Nick Ryan, CEO I recently heard a very insightful analogy, whereby someone predicted that in the future, full-service advice would become the equivalent

Written by: Andrew Johnston, Chief Investment Officer Much like the grey skies we have grown used to this winter, the outlook across parts of the

Written by: Mike Coop, CIO, EMEA Investors continue to enjoy gains as markets move higher, with unfashionable countries and sectors outperforming and highly speculative assets

Written by FE Fundinfo Real-world applications for unified practice data Fragmented client data is one of the most common constraints on advice practice growth. Portfolio

Written by: Kate Phillips – Head of Sales When it comes to managing client portfolios, advisers know that performance is critical. But so is cost.

Written by: Dr Isaac Kean – Market Insights, Tatton Investment Management Most investors know that diversification is a virtue. Individual stocks or bonds can suffer

Written by: Amal Jolly – CEO of Saturn For growing advice firms, scale brings opportunity and pressure in equal measure. Last week’s market reaction to

Written by: Kate Phillips – Head of Sales For growing advice firms, scale brings opportunity and pressure in equal measure. More clients mean more impact,

Written by: Nick Ryan, CEO As advisers, one of the first conversations you have with clients is about income and expenditure. Where is money being wasted?