Will technology kill face-to-face advice?

Will technology kill face-to-face advice?

Whether we want to admit it or not, technology is engrained in many aspects of our daily lives: from ordering a takeaway via Deliveroo to checking your bank balance using an app. It is therefore no surprise to see glimpses of technological change in the financial...
Why benchmark selection matters

Why benchmark selection matters

This week, the Financial Conduct Authority (FCA) published new rules for asset managers regarding benchmark selection, which made me wonder whether discretionary fund managers (DFMs) could come under similar pressure later down the line. Under the new rules, fund...
What worries your clients most?

What worries your clients most?

From Brexit uncertainty to complex pension rules, there are times when your clients can understandably feel overwhelmed. You will no doubt touch on a number of common topics during your discussions with clients, but do you really have a gauge on what keeps them up at...
Will MiFID II result in short-termism?

Will MiFID II result in short-termism?

A common criticism that is levelled at investors is that they are too short-termist in their outlook. It represents a topic that RC Brown Investment Management’s Glenn Meyer, who is head of managed funds, was keen to explore. He suggests that ‘myopic loss aversion’...
Retirement planning service

Retirement planning service

More than ever, the onus is on advisers to deliver effective and easy-to-understand at-retirement advice. Since the introduction of the Pension Freedoms in 2015, the number of individuals seeking financial advice ahead of or at retirement has grown, with many retirees...