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Tune in as we host various guests to explore topics affecting the adviser community and to hear our latest views on investment markets. Stay tuned!
Latest news and insights


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
3 days ago1 min read
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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
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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
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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 121 min read
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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.Â

Victoria Hayes
May 222 min read
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Steps to help manage anxiety around investment decisions
Dr Hannah Critchlow spoke to us about how we can manage anxiety, particularly when it comes to investment decisions.

Victoria Hayes
Dec 13, 20241 min read
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