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

In this episode of Wisdom Shared, Vanessa Barnes, financial planner at Hannay Wealth and Chair of the Women’s Wealth Alliance within the Consumer Duty Alliance, joined Head of Partnerships Eleanor Williams to discuss women, wealth, and the future of financial advice. The conversation covers everything from the gender pension gap and how women engage with risk, to why connecting financial recommendations to how clients actually want to live their lives is key to long-term enga

In this episode of Wisdom Shared, psychologist and leadership expert Dr. Kati Adeseko discusses how leadership, not just technical expertise, differentiates successful firms. She explains why self-awareness and emotional intelligence are foundational for building teams, transferring trust, and delivering a consistent client experience.

In this episode of Wisdom Shared, behavioral scientist Neil Bage explores how emotions, biases and life events influence financial decisions and why advisors must pair technical expertise with empathy. Neil offers practical guidance for recognising clients' emotional states, seeking permission to probe sensitive issues, and supporting major transitions like retirement so clients can make clearer, more confident choices.

Our parent company, Atlantic House, has successfully reached an agreement to be acquired by WisdomTree. The transaction, which is subject to regulatory approval, is expected to be completed by Q2 2026.

Charlie Parker and Fahad Hassan examine how massive AI-driven investment has shaped 2025’s markets, concentrating gains in a handful of tech leaders and raising valuation and concentration questions.

Eleanor Williams explains the impact behavioural biases can have on our investment decisions.

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.

Sarah Kennedy hosts Richard Bradley of Platforum to discuss trends affecting financial advisers.

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.

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).