Hear from our Collaborators
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…
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 US technology sector has also turned overcast in the early months of the year. Until recently, technology stocks had been the market’s clear favourites, supported by strong earnings growth and…
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 like crypto falling sharply. The contrarian exposures in Morningstar portfolios have boosted client returns, with large gains in Brazil and Korea while Consumer Staples and UK equities also performed well….
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 valuations on one platform, client records in another, transaction data somewhere else. The result is hours spent reconciling information that should already be in one place. Command Deck connects your…
Written by: Kate Phillips – Head of Sales When it comes to managing client portfolios, advisers know that performance is critical. But so is cost. Delivering strong returns is only part of the story – helping clients keep more of what they earn is equally important. At Timeline, we help advisers deliver both, combining evidence-based…
Written by: Dr Isaac Kean – Market Insights, Tatton Investment Management Most investors know that diversification is a virtue. Individual stocks or bonds can suffer for any number of reasons that are near impossible to predict without perfect information about each asset. Diversifying by holding lots of different assets your returns should be guarded against…
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 a US AI tax-planning launch reignited a familiar fear: is AI coming for advisers? The short answer is no. Advice will always be human. The admin will not. Key Points…
