Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?
At ten years this is the longest expansion in the US economy since records began in 1857 and yet a recession does not look to be imminent. Trevor Greetham shares insights into this historic phenomenon in our latest webinar, using his Investment Clock approach to explain why we could be about to embark on a […]
Pension transfer volumes have increased by 20 per cent year on year between 30 June 2018 and 30 June 2019 to more than £680,000 through the Origo Transfer Service. The pensions technology firm says this has been driven by new companies, such as Nest signing up to the service at the end of 2018 and […]
National advice firm Wren Sterling has acquired Dunfermline-based T D Armstrong Financial Planning. The deal brings £116m in assets under management to Wren Sterling, boosting total assets to £3.3bn. T D Armstrong’s IFA team of three will move under the Wren Sterling umbrella, which already has an advice team in Glasgow. Formerly known as Towergate […]
For the first time this year, the market has entered a period of instability. As long-term investors, we see periods of instability as opportunities and seek to benefit from irrational price swings. So what matters most for investors during periods of uncertainty such as “trade war” escalation? One important consideration is to invest in companies […]
Ahead of his workshop of market volatility at the Money Marketing Interactive conference next month, Tavistock’s Connor Stewart answers the big questions on central bank policy and how to cope when the downturn hits Are investors diversified enough for when the bear market hits? Financial markets move in cycles and we are approaching the end […]
Investing time in building a team is the smartest way run a business even if you are keeping it small We advisers are a fiercely independent bunch. We all have our ways of working and generally we don’t take too kindly others telling us what to do. That said, I’m known to raise my head […]
Investor sentiment has been knocked by the prospect of a no-deal Brexit, a poll from Interactive Investor shows. The survey – of 404 savers at the beginning of August – shows 41 per cent say they have an investment strategy in place and are sticking to it despite the ongoing uncertainty surrounding the UK’s exit […]