Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Focus on investments14 January, 2019
2019 global market outlooks
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers some of the key issues that investors will have to watch out for over the next 12 months and shares his investment resolutions for the new year.
Your business4 January, 2019
The advancements that can help you succeed
David Tiller, Head of UK Propositions at Standard Life, continues to explore the future of the advice market. In part 2, he looks at the advancements in investments and platform capabilities that can help advisers future-proof their businesses.
Your business21 December, 2018
Why you should say goodbye to the Hippo effect
We take a look at why including all staff in business planning can help take firms to the next level.
Focus on investments21 December, 2018
Will gold find a silver lining in 2019?
After a tough 2018 for gold investors, Merian Gold & Silver Manager Ned Taylor-Leyland explains why holders of gold and silver, and their underlying mining shares, may be better supported in 2019.
Your business19 December, 2018
Are you ready to disclose costs and charges?
David Tiller, Head of UK Propositions at Standard Life, clarifies the imminent MiFID II disclosure requirements, and how Standard Life platforms will support advisers to fulfil these.
Your business13 December, 2018
2019 market outlook and resolutions
Leading investment managers share their views on the investment challenges and opportunities ahead, as well as their investment and personal New Year resolutions.
Focus on investments13 December, 2018
Market review - Lessons from a volatile year
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, discusses key lessons from a volatile year for markets and where investors could find opportunities in 2019. Capital at risk.
Your future11 December, 2018
We need to better articulate how platforms help clients
David Tiller, Head of Adviser and Wealth Manager proposition at Standard Life discusses the view of inducements in the FCA Platforms Market Study.
Focus on tax11 December, 2018
Does it make sense to gift surplus pension income?
Many clients don't start thinking about estate planning until after they have ceased working. The first priority must, of course, be ensuring their own income security in old age. But once this is done, should thoughts turn to gifting?
Your business10 December, 2018
The future of advice
In the first of a three-part feature, David Tiller, Head of UK Propositions at Standard Life, considers the future of the advice market: what’s driving increased demand and competition, and the advice models of the future.
Focus on investments22 November, 2018
Finding income opportunities to generate defensive returns
Market volatility has returned, tech stocks have fallen and President Trump’s Twitter feed continues to unnerve investors on a global scale. But what has this meant for bond and equity markets and where can investors find the best income opportunities?
Focus on tax21 November, 2018
What the recent IHT court case means for pension transfers
A recent ruling by the Court of Appeal could be the catalyst for clients still pondering about transferring their pension to make their decision sooner than later. The case, which has become known as the ‘Staveley case’.