My fellow advisers and other industry experts often speak about a pressing need for us to engage with “millennials” (roughly speaking, the generation of 18- to 35-year-olds). However, I take a completely opposite view. I am not saying some millennials would not benefit from our advice, but in terms of our own businesses, actively targeting […]
Ewan Thompson, Head of Emerging Market Equities, Neptune The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength – the first consecutive years of outperformance since 2009/10 – […]
Acquisitions are continuing apace this year but will that trend continue or will the market slow?
Only a few months into 2018 and we‘re already fast approaching the end of another year….the tax year. Whether it’s making full use of any unused ISA allowance or making those last minute pension contributions, thoughts may turn to reflection or review. A review of other finances is also common at this time, including a […]
In last year’s FCA thematic review of the mortgage market, one of the key things highlighted was the “savvy consumer”. That’s the client who comes in the door with a very clear idea of what they need and expect you to get them it. They don’t think they need advice, they have after all consulted […]
- Top trends
- Top trends
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- Aegon wins complaint over forcing transfer client to get advice
- What’s up the chancellor’s sleeve as the Budget nears?
- FCA evidence throws Sipp provider court case into doubt
- Savers lose nearly half of pension through transferring out
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