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How resilient is your Centralised Investment Proposition (CIP)?...


Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain mar

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European real estate market outlook Q3 2026...


June’s flash Purchasing Managers’ Index suggests the Eurozone economy was pushed close to stagnation by the energy-cost shock. This weakness should unwind during the second half of 2026, as energy markets normalise. That said, Germany’s fiscal

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94% of clients say trust matters most. So why don’t advisers study it?...


According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction. Just recently I ran a webinar, ‘The part of financial planning no qualification can teach you’, and I asked a simple question:

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