Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Focus on investments12 November, 2018
Market review – are investors right to be spooked?
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, discusses the drivers of recent market volatility and implications for the global economy.
Focus on tax29 October, 2018
Budget 2018 - what it means for you and your clients
Find out the key planning points from today’s Budget, and from measures already announced
Focus on tax22 October, 2018
Will your retirement planning fail with your client’s health?
It is easy to take for granted that the income flexibility and inherited drawdown will be there for clients when required. But unexpected ill-health or early death can drastically alter plans.
Your business22 October, 2018
Rebalancing client portfolios – is there a way to achieve efficiency?
Jenny Davidson, Head of Platform Investment Management, at Standard Life considers mechanical rebalancing as a practical solution for advisers looking for efficiency when rebalancing their clients’ portfolios.
Focus on investments18 October, 2018
September market review 2018
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, discusses recent trade pacts, rate rises and inflation, and what this means for the global economy. He also looks at volatility in the US and other markets and considers whether a recession is on the horizon.
Your business18 October, 2018
Innovation on what?
Alastair Black, Head of Financial Planning Propositions, at Standard Life, looks at the theme of innovation and discusses whether it might be a case of evolving products, platforms and toolkits to support advisers rather than a requirement for wholesale changes.
Your business17 October, 2018
The Future of Advice: Generational shifts challenge adviser businesses
The generational shift of assets is having an effect on adviser propositions and in turn, is increasing the need to attract and retain the next generation of clients and advisers.
Your clients8 October, 2018
Why the need for multiple tax wrappers for income?
Alastair Black, Head of Financial Planning Propositions looks at how some advisers are organising their client’s retirement and taxation affairs when utilising a platform and its wrappers, tools and functionality. Alastair considers the planning strategy and how this supports achieving efficiencies.
Focus on investments27 September, 2018
Investing for a better future
Aberdeen Standard Investments' Amanda Young discusses key developments in the ethical sector, what platform providers should be doing to help advisers support their ethical investors and what Aberdeen Standard Investments is doing to meet UN Sustainable Development Goals.
Focus on tax25 September, 2018
AIM-ing for an alternative way to cut IHT?
AIM shares are increasingly attracting investors wishing to minimise their IHT bill, particularly now that such shares can be held within an ISA wrapper. It's unlikely to be a solution for everyone.
Your business24 September, 2018
Lehman and bond markets ten years on
The collapse of Lehman Brothers sent shockwaves throughout the financial system 10 years ago. Craig MacDonald, Global Head of Fixed Income at Aberdeen Standard Investments, reflects on his experiences and the lessons learned.