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Investor trust in financial advice building at home and abroad

Consumer trust isn’t something to be taken for granted, but reports from the UK, US and here at home are all pointing towards an uplift in trust levels around financial advice, which can only be a welcome development.

Tahn Sharpe | 21st Nov 2024 | More
Borderless world still needs advice moored in jurisdictional expertise

Despite the high levels of demand, there are still very few providers that cater specifically to expats. It’s a problem Edward Cole identified early on, and sought to rectify in three main markets.

James Dunn | 24th Oct 2024 | More
Model portfolios fuel ETF growth spike in US adviser channels

ETF usage is growing exponentially in the US, aided in no small part by increased adoption by Registered Investment Advisors who are all-in on the model portfolio phenomena.

Tahn Sharpe | 1st Jul 2024 | More