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 January, 2020
Market review: what 2020 may bring
Aberdeen Standard Investments’ Head of Global Strategy, Andrew Milligan, looks at the challenges, trends and opportunities that 2020 may hold for investors.
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Focus on investments12 December, 2019
Market review: lessons investors can learn from 2019
In his last market review of the year, we asked Aberdeen Standard Investments’ Head of Global Strategy, Andrew Milligan, which events have had the biggest impact on markets in 2019, which investments and markets are ending the year on a high, and what investors can learn as they invest for 2020.
Your business6 December, 2019
Five tips to help strengthen your market segmentation matrix for PROD
With the end of year approaching and with many of us focused on setting the stage for a fresh start in January, here are five tips you can use to help strengthen your market segmentation matrix for PROD compliance in 2020.
Your TechZone2 December, 2019
LTA and legacy planning
We're often asked "When is the best time to crystallise pension funds to minimise my client's LTA tax?" But if the motive is efficient wealth transfer, paying the lowest possible LTA charge doesn't automatically deliver the greatest legacy.
Focus on investments28 November, 2019
Choosing the right income funds to help meet client goals
Equity income funds have had a tough time but the right funds can play a valuable role in helping to meet client goals. Find out what to look out for when choosing a fund.
Focus on investments26 November, 2019
Responsible investment: a regulatory and client necessity
Responsible investment is changing the investment landscape. It’s becoming a hot topic for regulators and improving the choice of funds for clients. But what do its increasingly important approaches really mean for advisers?
Your business19 November, 2019
A year in the life of Elevate
As we approach the end of the year, Steve Owen, Head of Elevate Platform Proposition, reflects on what has been achieved over the past few months and has some other news to share with you.
Focus on investments13 November, 2019
Market review: volatility to continue, but some positive signs
Aberdeen Standard Investments’ Andrew Milligan considers the impact of the Brexit extension and UK election announcement. He also looks at the outlook for European markets, the impact of the US-China trade war and the risks associated with the long low interest rate environment.
Your business29 October, 2019
Cyber security Webinar: Protecting your business
Are you protecting your business against cyber security threats? Listen to our webinar where Alex Lindl and Will Eden provide you with some hints and tips.
How Elevate can help support advisers with their responsibilities under PROD
Steve Owen, Head of Elevate Platform Proposition, looks at how Elevate can help you begin to meet the rules under PROD
Focus on investments16 October, 2019
Market review: key issues for investors to be aware of
With news headlines continuing to stir up confusion and uncertainty, it’s a good time to step back and consider what’s really important. Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, looks at the main issues to pay attention to and the areas we may be able to learn from
A guide to impact investing
Impact funds can appeal to clients aiming to achieve long-term financial returns alongside a positive and measurable contribution to the environment or society. But how do these funds differ from environmental, social and governance (ESG), and ethical funds?