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Financial Advice
The Budget: Adviser Summary
The 26th November Budget delivered several key announcements that will affect financial advisers.
Financial Advice
Autumn Budget 2025: Navigating the complexity ahead
How will the Autumn Budget affect the financial advice landscape?
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Financial Advice
Multi asset for all weather portfolios
The CT Universal MAP is a series of actively managed, multi-asset funds that offer different risk levels ranging from Defensive to Adventurous.
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Financial Advice
The forgotten risk of credit
Howard Marks, Co-Chairman of Oaktree, examines the recent string of well-publicised credit problems.
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Financial Advice
Early action gives advisers an advantage
How can advisers guide clients through tax changes?
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Financial Advice
Freezing allowances and the state pension triple lock
How could potential freeze extensions impact pensioners?
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Financial Advice
A multi-faceted approach to risk, diversification and capital preservation
Columbia Threadneedle Investments' Anthony Willis and Robert Plant explain the different strategic and tactical approaches the group employs to find the best opportunities for investors.
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Financial Advice
Entering multi-asset’s era
Keith Balmer, Portfolio Manager at Columbia Threadneedle Investments, explains how the firm’s multi-asset investment approach is best suited to today’s current macro backdrop
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Financial Advice
Are investors swimming in the right water?
How much exposure to the US is too much?
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Financial Advice
Investment vehicles at-a-glance
As more investors gain access to alternatives, understanding their structures and portfolio roles is vital.
Financial Advice
How can smoothed funds make the journey to retirement easier?
Smoothed funds offer shelter for the most cautious investors.
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Financial Advice
Help your clients plan for their Curve of Life, not just for retirement
How does an individual’s life satisfaction change over time?
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