Analysis
North America | analysis 6 Oct 17
Analysis: Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
Best Practice | analysis 4 Oct 17
Demonstrating value to clients when using DFMs
The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?
Regions | analysis 3 Oct 17
Analysis: The big opportunity overlooked by IFAs
The pension investing habit is spreading in the UK, but there remains one significant blot on the landscape – a dramatic slump in the numbers of self-employed paying in to a plan.
Equities | analysis 2 Oct 17
The unknowns and knowns for UK equities
Amid all the uncertainty surrounding sterling and the UK economy, what is clear is the potential that this type of environment creates for talented active managers to generate alpha for their clients.
Technology | analysis 26 Sep 17
Ten technology challenges facing financial advisers
Find out which are the 10 most disruptive technological forces that are affecting the financial services industry, and what financial advisers need to do to avoid perishing in the new world order.



