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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


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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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
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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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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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The big three (July 2025)
US President Trump has announced a sweeping 50% tariff on copper imports, effective 1st August, aiming to bolster domestic supply. US copper futures surged 13% following the news.

James Bluff
Jul 113 min read
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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 301 min read
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