[3 min read - open as pdf]
[3 min read - open as pdf]
[5 min read]
2022 was a reminder of the importance of dispersion within equity markets. It turns out this lesson remains relevant in 2023 but with very different - almost opposite - themes. Read the article in FT Adviser [3 min read, open as pdf]
[3 min read, open as pdf]
[5 min read]
In the ultra-low interest rate era that followed the financial crisis, there was little incentive to allocate to cash. But should the promise of a now-meaningful risk-free return prompt investors to switch away from equities? Read the full article in FT Adviser [3 min read, open as pdf]
[5 min read]
[5 min read, open as pdf]
Consumer Duty: what do advisers need to do? Who's a manufacturer, co-manufacturer, and distributor and when do the lines need de-blurring?
Watch the CISI-endorsed CPD webinar interviewing Paul Jay of ATEB [5 min read, open as pdf]
For adviser firms in good shape, consumer duty should not be a sea-change. For those that haven't got round to complying with the Product Governance obligations from 2018, there's a lot of work to do.
Read the article in FT Adviser In this webinar, we are honoured to be joined by Sir Steve Webb, Partner at LCP and former Pensions Minister 2010-15 overseeing "Freedoms & Choice". Steve will discuss his recently co-authored paper for LCP titled ""The Flex First, Fix Later" pension - is this this the future of retirement?" and earlier paper "Is there a right time to buy an annuity?"
Watch the replay of this CISI-endorsed CPD webinar [3 min read - open as pdf]
These rules of thumb stand the test of time. Investor's Chronicle interviews Elston's Henry Cobbe.
Read in full [1 min read, open as pdf]
[3 min read, open as pdf]
[3 min read, open as pdf]
[3 min read, open as pdf]
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