Decumulation: read and you could win!

Decumulation: read and you could win!

Answer the three questions on decumulation at the end of this article for your chance to win one of four pairs of tickets to the Vitality Blast T20 match between Middlesex and Essex at Lord’s on Thursday 16 August 2018. The package includes pre-match dinner and drinks...
What is Social Investment Tax Relief (SITR)?

What is Social Investment Tax Relief (SITR)?

Earlier this year I attended a BlackRock media event focused on what the future might hold for the financial services profession, looking forward to the year 2025. A key topic highlighted during the discussion was the increased adoption of ‘values based’...
Entrepreneurial journey: the catalyst of inspiration

Entrepreneurial journey: the catalyst of inspiration

John Dance, CEO at Vertem, was inspired to set up his own business after hearing the personal story of a successful entrepreneur.   It’s funny how inspiration is sometimes only appreciated in hindsight, in many ways that is probably the best way of looking back on the...
Techie tiger, digital dragon

Techie tiger, digital dragon

Some might think ‘emerging market technology’ is an oxymoron, but investors should be wary of jumping to such facile conclusions. Today, the picture of emerging markets (EM) as commodity exporters and cheap factories is fast becoming outdated. This article reveals how...
Has the Robo-Adviser frenzy peaked?

Has the Robo-Adviser frenzy peaked?

In light of the news that WorthFM, a robo-adviser geared specifically toward women, closed its doors only after a few short years, and New York-based Hedgeable just announced it was closing its investment management portal, our industry should begin wondering if we...