Industry Voice

Investment

In conversation with advisers: outsourcing to the specialists

Partner Insight: Cathi Harrison, owner and director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss outsourcing to specialists.

clock 26 September 2018 • 1 min read

Investment

In conversation with advisers: staying on top of regulatory risk

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss how to stay on top of regulatory risk.

clock 25 September 2018 • 1 min read

Investment

In conversation with advisers: Meeting the FCA's 'suitability' requirements

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the criteria laid out by the Financial Conduct Authority (FCA) with regards to the...

clock 12 September 2018 • 2 min read

Investment

In conversation with advisers: Risk profiling - how should risk be targeted?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss how risk should be targeted.

clock 10 September 2018 • 1 min read

Investment

In conversation with advisers: What outsourcing tools do you use?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss what tools are used for outsourcing.

clock 06 September 2018 • 1 min read

Investment

In conversation with advisers: Where should the initial focus be - costs and client planning?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the topic of costs and client planning.

clock 03 September 2018 • 1 min read

Partner Insight

How much do you need for a comfortable retirement?

PARTNER INSIGHT: We are all living longer according to the Office for National Statistics - how can we effectively plan for our financial futures

clock 10 August 2018 • 2 min read

Partner Insight

The benefits of diversification

PARTNER INSIGHT: Many investors know that it rarely makes sense to have all their 'eggs in one basket.' That is why some investors choose to diversify. Jaime Arguello, chief investment officer of multi-manager Architas, explains why

clock 08 August 2018 • 2 min read

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