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Financial Advice
Can advisers help close the gender wealth gap?
The various wealth gaps between gender have been discussed at length in recent years – investments, pay, pensions – and women are worse off in every sense.
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Financial Advice
How can advisers prepare their firms and clients for the great wealth transfer?
Financial advisers are facing significant conundrums in their planning for clients amid the generational wealth transfer that is coming over the next few decades.
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Financial Advice
Transitioning from cash to fixed income in a lower rate environment
Explore the potential of fixed income investments as interest rates decline and opportunities for income and diversification grow.
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Financial Advice
Collaboration in a digital world
In the digital age, clients expect a seamless service, with research suggesting that more than half of investors want improvements to digital services offered by their wealth manager or adviser. Their...
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Financial Advice
BoE base rate moves: What do they mean for cash?
The Bank of England's rate cut in August 2024 appeared to signal a shift in monetary policy, but the recent decision to hold the base rate at 5% in September has added a degree of uncertainty.
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Financial Advice
Hidden potential in Japan's cash-rich firms
Japan’s corporate governance reforms have encouraged companies to increase their shareholders value by proactively tapping their excess cash and idle assets.
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Financial Advice
Where to put your cash when falling interest rates lower returns
Falling interest rates will lower future returns on cash - so what should investors do to mitigate reinvestment risk?
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Financial Advice
Stronger for longer in multi-asset credit
With fears of an economic hard landing abating and rates expected to stay higher for longer, can a greater allocation to high yield boost multi-asset credit returns?
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Financial Advice
The business owner – planning for a catastrophe
How to support clients that own businesses.
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Financial Advice
Six takeaways from the Spring Budget
From cuts to national insurance to further help with childcare costs, we take a closer look at some of the key announcements.
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Financial Advice
Investors are flocking to money market funds
Money market funds are indispensable cash management instruments.
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Financial Advice
What is pound cost averaging?
With more investors putting their money into cash, are they missing an opportunity with pound cost averaging?
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