Hear from our Collaborators
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…
How disconnected workflows slow your firm down, and what you can do about it As a wealth manager, you’re facing more pressure than ever. Rising client expectations, growing regulatory complexity and a competitive landscape driven by digital-first challengers all require firms to work smarter. For many advice firms, technology offers both a lifeline and a…
When clients come to you, they’re not asking about portfolio theory, alpha, or standard deviations. What really keeps them awake at night is much simpler – and far more human. They’re asking: Will my money last? Can I retire early and live the life I’ve worked hard for? Will my family be OK if something…
As trillions in wealth shift across generations, financial advisers face both risks and opportunities. Justine Randall, Chief Commercial Officer at Tatton, examines how firms can strengthen client relationships and adapt to changing expectations. Intergenerational wealth planning has been a hot topic in the advice space for some time – let’s consider the opportunities and risks…
Gabriella Peters, ACA Partnerships & GTM, at Saturn explains: Let’s talk about compliance not as a burden, but as the biggest missed opportunity in financial planning. Being a former Big Four auditor has its merits beyond just irritating management and finance teams. It’s taught me that compliance isn’t inherently hard, it’s just manual and repetitive,…
