New research from @RathbonesGroup suggests sustainable funds could account for a greater share of client portfolios over the coming year, as fund selectors continue to see value in active stewardship professionalparaplanner.co.u…

Pressure on some of the market’s largest AI-linked companies has highlighted growing concerns over valuations and infrastructure spending. Elliot Farley, CEO and Fund Manager at T. Bailey Asset Management, reviews the latest market developments. professionalparaplanner.co.u…

David Bajada & Ankita Baheti, Co-Head of Private Equity Investments Asia at @Schroders explore why capturing Asia’s growth potential requires a diversified approach across countries, sectors and stages of the investment lifecycle professionalparaplanner.co.u…

Retained interest on client cash balances is likely to become a greater focus in platform due diligence as firms assess fair value & prepare for proposed FCA disclosure requirements. P1 has launched a calculator designed to help quantify the impact professionalparaplanner.co.u…

A new white paper from @TriplePoint argues that longer retirements, changing tax rules and the transfer of wealth between generations are influencing both client needs and adviser business models. professionalparaplanner.co.u…

With the Budget approaching, bond markets are watching closely for signs of fiscal discipline. Connor Godsell, Investment Manager @LiontrustFuture assesses the risks & opportunities facing gilts & considers what a market-friendly Budget might look like professionalparaplanner.co.u…

Applying for a Transitional Tax-Free Amount Certificate: A practical guide for paraplanners with @Quilter professionalparaplanner.co.u…

After years of underperformance, UK smaller companies are starting to attract renewed investor interest. Juliet Schooling Latter, Research Director @FundCalibre & Chelsea Financial Services, explores what’s driving the revival and whether it can continue professionalparaplanner.co.u…

A three-year behavioural science programme from @StandardLifeUK suggests friction, uncertainty and complexity can prevent customers from fully understanding pension decisions, particularly when they are experiencing vulnerable circumstances. professionalparaplanner.co.u…

The number of people aged 100 and over in the UK has reached a record high, according to ONS data, prompting renewed discussion about how longer retirements and later-life care needs will be funded. professionalparaplanner.co.u…

Key Equity Release has urged the Government to take a more joined-up approach to retirement planning, saying that property wealth should be considered alongside pensions and later-life care funding. professionalparaplanner.co.u…

Paul Ilott, Managing Director of Scopic Research, analyses the Hawksmoor Vanbrugh Fund across a series of risk-on and risk-off market periods, assessing whether its performance was consistent with the team’s investment approach and portfolio construction. professionalparaplanner.co.u…

The transformation of money market funds with @avivainvestors professionalparaplanner.co.u…

NS&I has increased the rate on its Green Savings Bond, putting the spotlight back on a savings product designed to support environmental projects. professionalparaplanner.co.u…

Political uncertainty and concerns over France’s economic outlook have weighed on sentiment towards French stocks, but @EdenTreeIM believes pockets of value remain in both internationally diversified businesses and domestically focused companies. professionalparaplanner.co.u…

We can’t quite believe it, but in just under a month’s time our Technical Insight Seminar tour will draw to a close. With 19 events in the series, Reading will be the final event of the year on 18 November. Will you be joining us? professionalparaplanner.co.u…

When markets are volatile, moving to cash can feel like the safest option. Ella Davies, co-manager of the @Schroders Global Multi-Asset Portfolios, explains why staying invested is often the more rewarding approach. professionalparaplanner.co.u…

Following the release of @Schroders Equity Lens for September 2026, Duncan Lamont, Head of Strategic Research provides a summary of it’s findings. professionalparaplanner.co.u…

As more clients & invest across borders, the demand for cross-border financial services continues to grow. Mike Phillips @Novia_Global explores professionalparaplanner.co.u…

Transitional Tax-Free Amount Certificates: Which clients should paraplanners be reviewing? @Quilter professionalparaplanner.co.u…