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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.


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 191 min read


The big three (August 2025)
1. Central Banks at crossroads The Bank of England cut interest rates from 4.25% to 4% in August, but a narrow 5–4 vote exposed deep divisions among policymakers and underscored the complexity of the current environment. Inflation surprised to the upside in June at 3.6%, while GDP contracted by 0.1% in May. Labour market data has also softened, with employment falling in seven of the past eight months and wage growth cooling, though the weakness remains concentrated in sector

Daksh Ahuja
Aug 133 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 121 min read


Paraplanner profile: Focusing on the individual
I think there has been a notable shift in pension planning and retirement planning, especially since the Autumn Budget.

Roz Pacey
Aug 53 min read


Volatility and a big, beautiful recovery
The last six months have been anything but boring for investors. The adage of “sell in May and go away” failed to apply this year as global equities have rallied 14% over the last three months. The recovery since 9 April, the fateful day of President Trump’s step down from tariffs, has been 23%. While tariffs haven’t really left the headlines, they have become less of a concern as the US economy has rebounded, and America’s trading partners have rushed to sign bilateral deals

Fahad Hassan
Aug 52 min read


Creating a Centralised Investment Proposition
Charlie Parker and Chris Holdoway share the challenges and advantages of creating a successful centralised investment proposition (CIP).

Roz Pacey
Aug 51 min read


There are no silver bullets
In the third episode of our investment principles series, Charlie Parker and Fahad Hassan delve into the idea that "there are no silver bullets" in investing.

Roz Pacey
Aug 51 min read


How the advice industry is advancing
Eleanor Williams sits down with Tom Hegarty, CEO of SimplyBiz, to explore the evolving landscape of the financial advice industry.

Roz Pacey
Aug 51 min read
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