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John Chatfeild-Roberts: Trade wars – reality or bargaining chip?

President Trump’s trade tariffs have got the world’s attention but are there more games to come? The predominant consideration for most investors is the current economic climate and its longer-term prospects. Because those things change relatively slowly, however, they tend to be in the background. That said, they sometimes move squarely into investors’ headlights and […]

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Advisers called out on poor risk tolerance testing

Financial advisers need to engage in less systematic risk tolerance testing to position clients for high investment returns, according to risk profiling firm Oxford Risk. Speaking at a FinaMetrica/miPlanPlus event today, Oxford Risk head of behavioural finance Greg Davies says suitability across the industry is “rife with poor practice”. Davies says the most common adviser […]

Profile: Smart Financial boss on his lifestyle planning lightbulb moment

Smart Financial chief executive on his lifestyle planning epiphany and how it led to his training academy  Before becoming a certified financial planner in 2005, Smart Financial chief executive Steve Martin admits to not having the skills and tools to join the dots between what people had and what they wanted. With the certificate, everything changed. […]

Solving the income puzzle

There is a puzzle at the centre of financial markets. The global economy is growing, there are signs of inflation and interest rates are going up, yet yields remain low. In this article, James Foster, manager of the Artemis Monthly Distribution fund, unpicks this conundrum and looks at where investors can find income. There is […]

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