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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.


Webinar recording: Supporting clients through uncertainty
Over recent months, we've seen how politics can destabilise markets. Using new illustrations in our Investors' Guide to Markets, we examine how advisers can support clients through uncertain times and what we can learn from previous periods of market volatility.

Roz Pacey
Jun 12, 20251 min read


Calm must not be mistaken for a return to normal
After a volatile start to the year that threatened prolonged portfolio turmoil, May delivered a growing sense of calm that few investors...

Fahad Hassan
Jun 6, 20252 min read


How the noise of social media and FOMO continues to influence investors
Live from Money Marketing Interactive Leeds! Sarah Kennedy and Charlie Parker host industry experts to talk FOMO, social media and AI.

Roz Pacey
May 30, 20251 min read


Cautious optimism in a shifting landscape
Amid heightened geopolitical tensions, policy divergence and persistent questions around the strength of global demand, investors continue to navigate a complex and often contradictory macroeconomic environment.

James Bluff
May 30, 20253 min read


Not out of the woods yet
As we move further into spring, we can take comfort that some fears of recession have receded as tariff pressures have eased. Yet the new...

Daksh Ahuja
May 23, 20252 min read


Addressing vulnerability: Supporting advisers and their clients
Financial advisers are vital in helping clients navigate life's unforeseen challenges. All clients are at risk of becoming vulnerable and may move in and out of vulnerable circumstances at any stage; recognising and addressing these needs is crucial for delivering genuinely effective financial advice.

Victoria Hayes
May 22, 20252 min read


How to thrive as a new adviser
In this episode Sarah Kennedy explores the challenges new advisers face and strategies to thrive.

Roz Pacey
May 22, 20251 min read


A recovery, but no chickens counted here
When crises hit, they always seem new, unexpected and shocking. They cause us to worry whether markets can really ever recover. This is the essence of shocks; they are, to offer a truism, unexpected.

Charlie Parker
May 16, 20252 min read
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