What is the single biggest challenge facing your advice business over the next 12-24 months? Geopolitical led volatility, legislation changes and IHT changes. What’s the biggest threat or opportunity for advice businesses in the next five years? AI is the threat and the opportunity. If you could solve one major issue in your business immediately, what would have the biggest impact? No comment! What are your clients most worried about right now, and how has this changed in

1. Equities start the week trading around all-time highs ​Major indices across the globe pushed to record highs to start the week, with markets on both sides of the Atlantic reinforcing what is shaping up to be one of the broadest rallies in years. On Wall Street, the S&P 500 closed Friday at a fresh all time high of 7,757, surging 3.58% on the week, with the Nasdaq rallying 5.19% and the Dow topping 54,000 for the first time ever. The catalyst was counterintuitive.

In this episode of Wisdom Shared, guest host and PA Adviser Editor Adam Lewis is joined by Greg Davis, Head of Behavioural Finance at Oxford Risk, and Fahad Hassan, CIO at Albemarle Street Partners for part two of a two-part discussion.They explore behavioural finance in practice, covering investment constitutions, pause points to avoid knee-jerk decisions, accumulation versus decumulation, diversification as a behavioural tool, reframing volatility, and building emotional re

Throughout July, as Europe battled heatwaves and wildfires, markets showed growing concern for those invested in AI's future. The primary driver of markets in recent years has been AI. Specifically, the enormous spending from hyperscalers Amazon, Alphabet, Microsoft, Meta and Oracle, who plan to spend just shy of $725bn on AI infrastructure this year alone. That colossal figure is having a visible impact on US and global GDP.

In this episode of Wisdom Shared, Adam Lewis, PA Adviser Editor, hosts part one of a two-part conversation with Greg Davis, Head of Behavioural Finance at Oxford Risk, and Fahad Hassan, CIO at Albemarle Street Partners. They explore whether behavioural biases are the biggest obstacle to long-term investment success and how anxiety and short-term headlines shorten investors’ time horizons.

Headlines The brief pause following the signing of the Memorandum of Understanding has ended, with US and Israeli military action against Iran resuming. This has disrupted oil flows through the Strait of Hormuz, pushing Brent crude back above $90 and touching $100 today. These developments have reset some of the optimism seen in the back half of Q2 and have broader implications for commodity and financial markets that we are monitoring closely.

Few can doubt this man can do politics. He has executed a bloodless coup d’État against a British Prime Minister with a majority of 174, a man who had not committed any heinous sin or made a major policy error but was just deemed not quite good enough. In the days before his ascension, Andy Burnham presented an award to the indie band James. He did it really well, looking like a real music fan, not a lame politician transplanted painfully into the cool world of music.

In this episode of Wisdom Shared, Head of Albemarle Street Partners Charlie Parker and Partnerships Manager Nathan McKerlie discuss Andy Burnham’s elevation to Prime Minister, his new cabinet, and the implications for taxes, pensions, gilts and UK growth. The episode examines Burnham’s policy priorities, including devolution and industrial strategy, and outlines risks and talking points financial advisers should raise with clients over the coming months.