Hear from our Collaborators
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 way financial advisers work, with 74% now using AI in their advice processes, according to our 2026 advice efficiency survey of 209 respondents. So far, the focus has been…
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 beyond risk profiling as a means of finding a suitable investment solution. Instead, the focus is shifting towards discussions about goals, time horizons and client objectives. Key Points Financial advice…
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, this means two things: portfolio resilience is being tested, and client confidence is under pressure. Key Points Volatility is once again a defining feature of the investment landscape. Smoothing can…
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 “excited” about stimulus. They “want” certainty. This isn’t shorthand — it reflects something real about how markets work. Key Points Prices reflect aggregate probabilities about future outcomes. Markets, like people,…
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 pattern has emerged: most start by testing meeting notes. It is the path of least resistance. Record a meeting, see what comes back, tick the box. But meeting notes rarely…
Written by: Daniel Nilsson, Portfolio Manager, Isio Investment Management. Whilst emerging market equities delivered meaningful outperformance relative to developed markets in 2025, we believe that strengthening fundamentals and supportive macroeconomic conditions will continue to fuel optimism going forwards. Key Points Emerging market equities delivered meaningful outperformance relative to developed markets in 2025. Emerging market equities delivered…
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 their household will be better off financially in five years’ time, while a larger proportion (45%) are not confident about their future financial prospects. Key Points Only 38% of UK…
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 firms were actively using AI in 2025 and nearly two-thirds (64%) wanted to use it more. Key Points 43% of firms were actively using AI in 2025 and nearly two-thirds…
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 amidst the recent news flow on credit markets, you’d be forgiven for thinking they were about to implode. This sentiment is understandable; 2025 saw an ‘everything rally’ whereby assets across…
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 of a Patek Phillippe watch – expertly engineered, painstakingly assembled, and deeply valuable to a tiny subset of people. Key Points Full-service advice would become the equivalent of a Patek…
