Pension Transfers Touch Record Highs

Pension Transfers Touch Record Highs

A flurry of activity in the DB pension transfer market has seen record high transfer values. Advisors and investors alike are watching carefully to see if this is a sign of things to come, or if recent concerns over red flags in the market will have an impact on transfers. Defined benefit pension transfer values reached a new high, but they’re still shorter than what was seen last year.

Advisory Firms Are Ready & Able to Invest in Tech

Advisory Firms Are Ready & Able to Invest in Tech

The growth of the digital advice market is accelerating, which is primarily attributed to businesses rapidly adopting and investing more in their technological capabilities.  This is good news for consumers seeking affordable and easily accessible financial advice. However, it also creates a more competitive landscape for traditional advisers who need to adapt, or risk being left behind.

Sustainable Investing is Changing

Sustainable Investing is Changing

As investment advisors, it is important for us to stay up-to-date on the latest regulatory changes affecting the industry. One area that has been evolving rapidly in recent years is sustainable investing. New regulatory frameworks have been put in place to promote more responsible and ethical investing practices.