Blogging Basics for Financial Advice Firms

When it comes to marketing your financial advice firm, writing your own blog can be a great place to start. Not only is it an opportunity to share news and demonstrate your knowledge to prospective clients, but a blog also provides relevant content to share on your social media pages while improving the chances of your website ranking organically (for free) on search engines.  Anyone who has…

Market Commentary: October 2021

UK, US and Asian Market UpdatesUK Markets    Whilst standardised inflation data for the UK actually fell in September, all signs show that the Bank of England (BoE) is contemplating an imminent increase in interest rates. Certainly, the Gilt market thinks so and (despite a fall on Friday) yields have risen more than 320% since this time…

4 Ways to Improve Mental Health Support at Work

Practical Advice for Your WorkplaceIf you think mental health and wellbeing aren’t important topics for businesses to consider, think again. An extensive study from the World Health Organisation (WHO) discovered that depression and anxiety costs the global economy an estimated US $1trillion in lost productivity every year.   Workplaces that promote mental health awareness, provide…

Market Commentary: September 2021

Bank of England and Federal Reserve Toughen RhetoricBoth the Bank of England (BOE) and the U.S. Federal Reserve (Fed) issued policy updates last week suggesting they have become a little more confident in the economic recovery. Both may look to reduce their bond buying programs in due course. Equity markets dealt with the news reasonably…

Market Commentary: August 2021

Delta Infections Weighing on Growth ExpectationsFinancial markets were rattled in the past week by speculation that global recovery could lose momentum as the Delta variant spreads – just as central banks get ready to reduce support measures. Equities did climb in the UK and US on Friday as dip buyers resurfaced amid a surge in…

Market Commentary: July 2021

Market Commentary – Buy the dip? So after finishing last week on a depressing note focused on investor fatigue and the growing threat of the Delta variant, I wasn’t at all surprised to see markets stumbling on Monday, but I must confess surprise in how short-lived the wobble was, with markets finishing the week higher.…

The Adviser’s Guide to PROD

How (to) PROD PROD has been met with much resentment from financial planners who believe they are already doing it. However, as is so often with financial regulation, it is not the doing that matters, it is the documenting of the doing. Remember to write everything down at every stage; your client fact-find and decision-making…

Clever MPS turns three!

Tops performance v cost comparisons as FUM doubles in last six months  105 IFA firms using Clever solutions​, 48 using CleverMPS CleverMPS assets have doubled over last six months 1,800 investor accounts using CleverMPS (including joint accounts) £1.7 billion FUM across all Clever solutions, £406.7 million in CleverMPS We recently released peer group analysis of…

Spotlight on… Nicola Cornish

Describe a typical day for you and your role? My main role is the running of the business on a day to day basis and ensuring that we are all following the vision, objectives and strategy set by the board. My days are very different, as it is for a lot of my colleagues, because…