While asset and wealth managers are all gradually deploying AI to replace some human processes, their endgame must involve more client interaction if they are to succeed Portfolio management for wealthy clients has entered a…

A new era of geopolitical turbulence, combined with shrinking diversification in global indices, is likely to push advisers towards more active management of client portfolios   The beginning of January 2026 has changed the world…

Just like every dark cloud has a silver lining, insurers are proficient at managing risks and turning them into opportunities. As an ageing population has become a pressing issue around the globe, the booming demand…

‘The COP process may feel remote from day-to-day advice, but its outcomes cascade’   Elly Dowding and Lee Coates set out what happens at COP and why advisers should care… In our latest Accord Talks…

‘Advice will always be human’ Amal Jolly explores the future of advice and the inevitable use of artificial intelligence… Financial advice is progressing, and many advice businesses will look different in five years’ time because…

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses For decades, private bankers and wealth managers have operated on a broadly consistent assumption: successful entrepreneurs eventually adapt themselves…

According to Global SWF 2026 Annual Report, sovereign Wealth Funds passed US$ 15 trillion in AuM for the first time in history – thanks to the rally in financial markets, new inflows from governments, and…

UK pensions policy rarely stands still but 2025 delivered a flurry of reforms, consultations and political interventions. From the revival of the Pensions Commission to sweeping changes in the Budget, this year brought both clarity…

‘Regulation doesn’t automatically make something a sound investment’ As cryptocurrency begins its road to being regulated, Isabel Baxter explores what this will mean for the financial advice profession… Back in November last year, the Financial…

Less than 5% of advisers have a full AI policy For providers, offering advisers practical support with artificial intelligence (AI) in the form of governance packs, real integrations, evidence of value will be key in…