Collaborator News
Couples and Money: A Need for Deeper Understanding
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
How Robin Collins saved 440+ admin hours annually by integrating FE Analytics and FE CashCalc
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
Dusting off the Sustainable Investing Playbook
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
Bond Duration
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
What the Mansion House Speech Could Mean for Financial Advisers and PI Insurance
Hear from John Netting – COO at BareRock Chancellor Rachel Reeves’ recent Mansion House speech outlined significant proposed changes to financial regulation, focusing on growth
Is sequence risk getting ignored?
Hear from Ben Edwards – Director at Albion. Your clients are typically in one of two phases of their lives: accumulating, or decumulating. For the
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