Insights, opinions and commentary on the issues that matter to Financial Advisers

Guest Spot: Encouraging a more principled approach to sustainable investments

15 June 2021

Julie Dreblow, Director of SRI Services on the keynote Good Money Week conference speech ‘Building Trust in Sustainable Investment’ by Richard Monks, FCA Director of Strategy…

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Guest Spot: UK dividends to recover (You just have to know where to look!)

10 June 2021

We have some good news for UK Equity Income investors: UK equity dividends are staging a speedy recovery and will grow from here. However, the disappointing news for some is…

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Guest Spot: The Consolidator View

7 June 2021

Independent Wealth Planners give the consolidator perspective in NoviaIQ’s latest guest spot. Craig Rickman IWP highlights Financial adviser succession planning and tips for selling and buying IFA business practices.

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Guest Spot: Exploding retirement income myths #3

26 May 2021

‘Annuities are really bad value for money right now’ Now, like you I would wager, I’ve never read ‘Lady Windermere’s Fan’ by Oscar Wilde. I’m sure it’s a cracking read…

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Guest Spot: Inflation, the price of stimulus?

19 May 2021

With government bonds and other ‘safe haven’ assets falling out of favour during the last quarter, might the Fed and the President’s stimulus packages prove too much for the US economy? Bond markets seem to think that it might.

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Guest Spot: Exploding retirement income myths #2

10 May 2021

We use drawdown so we can pass money down the generations – don’t we? Only a generation or two ago, retirement was something that happened to you. Those in the…

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Guest Spot: Exploding retirement income myths #1

24 March 2021

Is drawdown really the only way for your clients to take more income in the early years of retirement? Old world thinking in the business and commercial domain was all…

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Guest Spot: The Restoration Economy

11 March 2021

“While 2020 was one of the most challenging twelve months we may ever face – as investors and as human beings – it is wonderful to be ending the year…

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Guest Spot: What the FCA’s DBAAT means for suitability of advice

17 February 2021

On January 15, the FCA put their defined benefit advice assessment tool (DBAAT) out into the public domain. Up until this date, the weighty Excel spreadsheet had been used behind…

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ESG: A closer look at the coming changes for Advisers

26 January 2021

I need to kick off by confirming some of the assumptions that support this article.  When I refer to new rules, these rules do not actually exist yet. Unless the…

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Guest Spot: The death benefit distraction

21 January 2021

It could be argued that the art of distraction, the practice of moving someone’s attention away from what they should really be focused on, has become more prevalent in some…

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Guest Spot: Optimising probability in retirement planning

12 January 2021

Delivering a reliable income stream from a diversified portfolio over an unknown period of time has, rightly, been described by William Sharpe as “the nastiest, hardest problem in finance” and…

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Guest Spot: ESG and Sustainable Finance – Part 2

11 January 2021

The second of a two-part look at the impact of proposed regulatory changes on financial advice by Lee Coates OBE, Ethical Money and ESG Consultant The observant amongst you will…

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