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Insights
Wisdom Shared podcast
Tune in as we host various guests to explore topics affecting the adviser community and to hear our latest views on investment markets.
Controlling our biases is vital for investing successfully
Eleanor Williams explains the impact behavioural biases can have on our investment decisions.
Eleanor Williams
Dec 8, 20254 min read
Redefining Retirement with Dan Haylett
Nathan McKerlie speaks with Dan Haylett, Director of TFP Financial Planning Ltd. They discuss Dan's journey into financial planning, why he champions fixed fees, and how to reframe retirement as a life transition focused on meaning, not just money.
Roz Pacey
Oct 10, 20251 min read
Trends insights from Platforum's Richard Bradley
Sarah Kennedy hosts Richard Bradley of Platforum to discuss trends affecting financial advisers.
Roz Pacey
Sep 18, 20251 min read
The rise of managed portfolio services (MPS)
In the second episode of our series focusing on centralised investment propositions (CIPs), we explore the increasing dominance of managed portfolio services (MPS) and how they work alongside multi-asset funds.
Roz Pacey
Aug 19, 20251 min read
Mastering CIPs and CRPs: A comprehensive guide for advisers
Nathan McKerlie hosts Andy Parsons, Head of Investments and Protection at Defaqto, for an insightful discussion on centralised investment propositions (CIPs) and centralised retirement propositions (CRPs).
Roz Pacey
Aug 12, 20251 min read
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