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.

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.

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.

In this episode of Wisdom Shared, Senior Investment Manager Harry Children and CIO Fahad Hassan explore why equity markets are near all-time highs despite geopolitical tensions, higher oil prices, and sticky inflation.

Charlie Parker and Fahad Hassan analyse how the war in Iran, the effective closure of the Strait of Hormuz and the resulting oil shock are rapidly altering inflation, interest‑rate expectations and the dollar.

We kick off our American Empire series with a close look at why the US has remained a dominant and resilient global force despite vulnerabilities.

Charlie Parker and Eleanor Williams introduce our new series exploring whether the United States could be entering a period of decline.

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.

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.

Rebecca Bonner of Trigpoint Financial Planning speaks to Eleanor Williams about the recent UK budget’s practical impact on advisers and their clients.

Nathan McKerlie and Charlie Parker unpack Rachel Reeves’ autumn budget, the unprecedented OBR leak, and the political and market implications.

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).