How much do you know about Alpha Beta Partners?

How much do you know about Alpha Beta Partners?

If you were given a blank sheet of paper to design an investment management business that works solely with financial advisers, you might come up with something pretty close to Alpha Beta Partners’ model. A relatively new entrant to the discretionary fund management...
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...