Hear from our Collaborators
Written by:Dennis HarhalakisCertified Money Coach (CMC)® & Money Coach Trainer The Money Coaching Institute Do you talk to clients about money? If so, and you are in the regulated financial sector, then well done. You have had to study for years and pass numerous exams so you can talk to people about their money. You’ve learned…
Written by:Nick RyanCEOPilot The word “pilot” is one that comes up in numerous contexts. First episode of a TV show, the cool guys in Top Gun, the little blue flame in your mum’s oven. I’ve googled the word extensively, because of course we also named the world’s finest advice tech company Pilot. (Yep, I’m…
Written by:James BakerDirectorAlbion Good news happens too! Scroll through your feed, flick on the news, or open your phone and it feels like the world is on fire. Bad news sells. We all carry a supercomputer in our pockets, powered by algorithms designed to keep our attention – and they know that fear works. But…
Written by:David Scholes –Director of Wealth SalesFE fundinfo It’s no secret that the investment landscape for UK advisers has changed dramatically in the past decade. Increasing regulation, changing client expectations and a need for operational efficiency have all pushed firms towards more scalable, structured advice models. At the centre of this evolution, we see the…
Written by:Deborah PriceCEO & FounderThe Money Coaching Institute For financial planners and advisors, a client’s financial life is often viewed from an analytical and practical perspective within the context of the client’s financial goals. But this logical approach frequently overlooks the largely hidden emotional and behavioural dynamics that truly drive a client’s behaviours. A person’s…
Written by:Jacob HowardMarketing Manager, Wealth ManagementFE fundinfo. As client numbers increased and regulatory expectations became more demanding, Robin Collins needed a more efficient and consistent approach to reporting and planning. The goal was to gain better access to reliable investment data and support growth through the smooth acquisition and onboarding of new client banks. To…
Written by:Lewis Toland, Eilidh Lawrie, and Euan ElrickAspen’s Investment Analyst In recent years, sustainable and ESG (environmental, social, governance) investing has moved from niche to mainstream and almost back to niche again. But while headlines about greenwashing and short-term underperformance led to some investor hesitancy post 2022, there is growing evidence that sustainable investing is…
Written by:Callum Fox-LangInvestment AnalystAlbion 2022 was the worst year on record for bond investors. The main culprit? Bond duration risk. Duration helps measure how sensitive bonds are to interest rate moves. There are different types of duration, and ‘modified duration’ provides investors with a simple rule-of-thumb tool for gauging one’s own sensitivity to interest rate…
Hear from John Netting – COO at BareRock Chancellor Rachel Reeves’ recent Mansion House speech outlined significant proposed changes to financial regulation, focusing on growth and regulatory reform. As your specialist Professional Indemnity Insurance provider, we want to share what these early-stage proposals could mean for financial advice firms. Financial Ombudsman Service Reforms The Chancellor…
Hear from Ben Edwards – Director at Albion. Your clients are typically in one of two phases of their lives: accumulating, or decumulating. For the best client experience, both require the other to be done well to give the best chance of a client meeting their goals. This newsletter focuses primarily on the latter. The…
