Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Focus on investments13 October, 2020
Market outlook: what does climate change mean for investors?
We’re all aware of the real and potential future impacts of climate change. But do we realise how it’s affecting our investments? Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, gives his view on what this huge issue could mean for investors.
Your business23 September, 2020
Achieving growth and scale
Heather Hopkins, NextWealth, Managing Director discusses their recent report to help advisers to achieve their growth ambitions by drawing from the success of others.
Your business22 September, 2020
The suitability of retirement advice, better outcomes and the journey ahead
Now and in a future post-pandemic world, the focus on better outcomes for consumers at retirement has arguably never been more important, says Alastair Black, Head of Platform Proposition.
Your business22 September, 2020
What we've learnt in 2020
In the final of our three-part ‘Adapting to change’ summer series, social media expert Philip Calvert gives his tips about how to use marketing to better connect with your clients and potential clients in this challenging year and beyond.
Focus on investments15 September, 2020
Market outlook: Covid-19 impact – some positive signs but a long way to go
August saw pockets of better-than-expected company profits and economic improvement. But these come alongside damage, uncertainty and warnings of a long recovery. Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, considers the mixed news and what it means for investors.
Your business25 August, 2020
How client reporting just became a more enhanced experience on Wrap
New reporting capabilities now available on Wrap are set to deliver a great user experience. Al Ward, Head of Platform Proposition, explains how we’re delivering the enhancements that matter most to you and your clients.
Your business18 August, 2020
How to be virtually brilliant
In the second of our three-part ‘Adapting to change’ summer series, communications expert Andy Bounds offers his techniques to help you and your firm generate new business during these challenging times.
Focus on investments12 August, 2020
Market outlook: the search for quality investments
Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, looks at the disparities Covid-19 is causing across different sectors and what this means for investors.
Your business20 July, 2020
Leadership in challenging times
In the first of our three-part ‘Adapting to change’ summer series, high-performance team builder, leadership expert and round-the-world sailor Caspar Craven offers practical tips to help you and your firm during times of crisis.
Focus on investments10 July, 2020
Market outlook: the short and long-term effects of Covid-19
Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, looks at the pandemic’s impact on economies and markets and the outlook for the future.
Your business8 July, 2020
How Elevate’s technology can help firms become even more efficient
Whether adviser firms are running in-house model portfolios or outsourcing to multi-asset solutions or to discretionary model portfolios, Elevate has the technology to help, as Al Ward, Head of Platform Proposition explains.
Your business6 July, 2020
Continuing to deliver platform technology fit for the future
During these unparalleled times, not only is it important to continue to deliver a great platform experience, it’s important to provide technology solutions that are fit for the future too, as Jenny Davidson, our Head of Platform Technology Solutions, explains.