Partner Insight

Partner Insight

How can investors achieve a smoother investment journey for retirement?

PARTNER INSIGHT: The rise in demand for multi-asset investing is largely driven by the need for a simple one-stop solution for investors, says Frank Potaczek, head of UK proposition at Architas

clock 07 August 2018 • 2 min read

Partner Insight

In conversation with advisers: A changing landscape for advisers?

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met in London recently to discuss the topic: 'Adviser approaches to outsourcing.'

clock 08 July 2018 • 1 min read

Partner Insight

In conversation with advisers: Improving client outcomes

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 05 July 2018 • 1 min read

Partner Insight

In conversation with advisers: The business case for outsourcing

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently to discuss the topic: 'Adviser approaches to outsourcing.'

clock 03 July 2018 • 2 min read

Partner Insight

In conversation with advisers: How has the outsourcing model changed over time?

PARTNER INSIGHT: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 27 June 2018 • 1 min read

Partner Insight

Adviser approaches to outsourcing

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 26 June 2018 • 1 min read

Partner Insight

Tactics for advising between the generations

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

clock 11 June 2018 • 1 min read

Client Acquisition

Advisers respond: Client retention or acquisition?

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?

clock 07 June 2018 • 1 min read

Partner Insight

Know thyself, then invest

Partner Insight: The team responsible for managing LGIM's Multi-Asset Targeted Return Fund discuss how they overcome a range of individual investment and behavioural biases in order to deliver a cash +5% return target

clock 06 June 2018 • 2 min read

Partner Insight

Advisers debate the future of client engagement tactics

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

clock 04 June 2018 • 1 min read