We are committed to providing education and development to help the adviser community enhance their investment knowledge and maximise profitability in the face of the challenges posed by today’s fast moving markets. With this in mind, we have produced the below materials to support you and your business.
Investment trusts were introduced over a century ago to allow investors the chance to invest in a diverse portfolio of stocks and shares. Our guide aims to help your client’s better understand the world of investment trusts, and why they should consider them in their portfolio.
Income is being squeezed on all sides as interest rates remain low and living costs rise faster than wages. This brochure looks beyond traditional sources and gives your clients key steps to help them find the right income solution.
Winning Propositions establishes the attributes an advisory business will need to demonstrate to prosper in a post-RDR world. For our report we interviewed over 2,000 UK investors who are seeking financial advice.
In periods of volatility, your clients may be tempted to postpone new investments, and even sell their current holdings with the aim of reinvesting when the stock market stabilises. Our updated report aims to give your clients the confidence to ride out the storm.
As part of the upcoming Retail Distribution Review (‘RDR’) many investment advisers in the UK face a major change in how they operate. Our latest report offers firms a practical guide on making the successful transition from commission-based charging to fees.
An intermediary’s guide to investment trusts, their unique benefits and their role in client portfolios.
Our latest report is an essential resource for wealth managers wishing to explore the impact and opportunities in a post-RDR world.
With research from over 200 solicitors and accountants as well as practical advice and case studies, our latest report has been developed as a resource for IFAs looking to explore the potential of establishing and building professional.
Ultimately, profitable, well structured businesses are valuable businesses. The attributes that buyers put a premium on are the things that will have enabled a business to perform well in the first place. This report looks at the drivers of value and how a business can maximum them, whether it may be over the short, medium or longer term to the benefit of everyone involved in that business.
The current economic downturn will have a profound effect on the wealthy - more so than in previous recessions. In this report we look at the short term consequences of the global slowdown for high-net worth clients and overlay this with the longer term business trends effecting the market-place. Our report also taps into servicing the future wealthy and positioning your business to meet the expectations of your clients now.