Are trustees of schemes between £100m and £1bn getting everything they need in this market? Image: The panellists were (left to right): Vidett client director and head of trusteeship James Double; Pension Insurance Corporation senior origination…

Nearly 50% want access to more personalised advice, Moneyhub finds 50% of people said that they wanted better access to financial products and services without physically visiting branches 47% said they wanted access to more…

Franklin Templeton Institute says all year it has cautioned that US equity market valuations were excessive While markets appear to be in a tailspin over recent US economic data, it’s too soon to conclude the…

‘Sound financial planning has always been built on trust’ Andrew Martin explores the journey towards hyper-personalisation in financial advice… Having worked as a financial adviser myself for more than a decade earlier in my career,…

يستهدف برنامج التأمين الشامل للحجاج القادمين من خارج المملكة، تمكين ضيوف الرحمن من أداء نسكهم بطمأنينة ويُسر وتحسين تجربتهم، وتوفير الحلول والخيارات المتنوعة التي تضمن إيجاد المعالجات السريعة في سبيل أن يؤدي الحاج والمعتمر نُسكه…

Article by: Roger Brosch In his latest article for Professional Adviser, Roger Brosch explores what the ‘super’ Down Under means for pensions up here Compulsion isn’t a word many of us readily associate with the…

‘It is naive to think the human adviser will save the advice profession’ At least half of all advice will be led by artificial intelligence (AI) over the next few years, according to Finovation Consulting…

Private markets myth-busting: Valuing private businesses While private equity holdings are not valued in the same way as public companies, there are several different ways to arrive at an accurate valuation picture. James Lowe talks…

Understanding emotions that drive decisions can help firms boost returns Wealth managers need to focus on behavioural alpha to help clients avoid the losses they make from “poor and emotionally driven financial decisions”, according to…

It takes a lot of money to be financially secure in old age. Federal Reserve data suggests that to be financially secure in retirement, people will likely need more than $500,000 in savings. In assessing…