How should advice clients plan a fair inheritance for their children
Bentley Reid’s Mike Winstanley argues successful planning involves more than simply dividing assets equally
Best Practice
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Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth
Understood properly, risk capacity can unlock the ability to build wealth, writes Greg B Davies
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Kemp sets up investment adviser ‘engine’ Portfolio Thinking
An exclusive interview with the former Morningstar CRO and CIO on his new venture
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2026 predictions for people who (rightly) are sceptical about predictions
Greg B Davies provides seven behavioural predictions for 2026 that require no crystal ball
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J.P. Morgan and SJP throw weight behind campaign to get Brits investing
Investment Association and FCA also involved
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Financial services show progress in addressing modern slavery
Investec, M&G, St. James’s Place, London Stock Exchange Group, Lloyds and Legal & General have all improved
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How AI is evolving to reinforce – not replace – the human side of advice
AI is replacing the unpaid, unseen work that stops advisers being advisers writes Stuart Breyer
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Future of data architecture: Where we’re going, we need roads…
Simplify Consulting’s Antonietta Price on how shifting data architecture can enable faster, smarter decisions
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Oxford Risk: Why consistency matters, and why humanity still counts
Greg B Davies on balancing responsibilities in an increasingly automated advisory landscape
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Oxford Risk: Don’t over-pot your portfolio
Goals-based investing is unnecessarily expensive, inflexible, and psychologically short-sighted, argues Oxford Risk’s Greg B Davies
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Is there more to targeted support than meets the eye?
Firms must ensure customers understand what they are buying, writes Simplify Consulting’s Jo Fulford
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Oxford Risk: The psychology of inheritance
Oxford Risk’s Greg B Davies examines why the great wealth transfer needs behavioural Insight