Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Focus on investments8 April, 2021
Market outlook: what will drive economic recovery?
What could affect how economies and companies recover from the pandemic? Find out more from Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments.
Your business31 March, 2021
Retirement advice, the regulator and why now is the time for advisers to take stock
While the FCA’s second suitability review of retirement advice is still deferred as the coronavirus crisis continues on, Alastair Black, Head of Platform Proposition, explains why this time offers advisers an opportunity to get ahead of the curve.
Focus on investments12 March, 2021
Steering a course to UK equities for the opportunities ahead
Aberdeen Standard Investments’ Head of UK Equities, Andrew Millington, looks at why now could be an interesting time for investors to reconsider allocating to UK equities in their portfolios.
Your business11 March, 2021
How responsible investing can be used to support your client segmentation
With the momentum and regulatory focus on responsible investing growing, we take a look at how the approaches to it can not only help meet your clients’ needs but can help support your client segmentation under the PROD rules too.
Focus on investments11 March, 2021
Market outlook: many companies are making money again
Despite continuing lockdowns, many companies are reporting surprising profits, in the US at least. Does it signal a genuine recovery? Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, explains what’s happening and the key factors for investors to watch.
Adviser technology24 February, 2021
Actively investing in Wrap and Elevate
Noel Butwell, CEO Adviser Platforms, outlines what happens next following the update on our strategic partnership with Phoenix and reflects on a new era for our platforms.
Your business18 February, 2021
How our platforms can help meet your firm’s due diligence requirements
With platform due diligence being a regulatory requirement for adviser firms, we highlight some of the features of our platforms you may want to consider when carrying out your assessments.
Your TechZone15 February, 2021
Getting the most from pension savings
With the tax year end fast approaching, many clients will look to maximise savings into pensions. Understanding how much can be paid in the most tax efficient way is therefore crucial. We look at the benefits of pension savings and our new practical guide and case study explain how clients can do th
Focus on investments15 February, 2021
Market outlook: how are economies coping and what could it mean for markets?
Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, shares his thoughts on the outlook for economic growth and what it could mean for markets.
Focus on tax21 January, 2021
Tax year end - why it really could be 'use it or lose it' this tax year for the CGT exemption
Following a report by the Office of Tax Simplification, there is a possibility of cuts to the exemption and increases to the rate of CGT on the horizon. Our insight and tax year end guide will help to ensure that the annual exemption is not wasted.
Your business14 January, 2021
Talking to your clients about impact investing
When it comes to investments, clients look for positive long-term returns. But many want to achieve more than just profit by investing for impact. We explore impact investing and why it’s important advisers can talk about it in client conversations.
Your business14 January, 2021
E-signatures, remote working and continuing to meet client needs
Despite the challenges of the coronavirus crisis, the way advisers can service their clients remotely has steadily improved with new initiatives from platform providers such as our e-signatures solution for Standard Life Wrap and Elevate.