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How advisors boost client outcomes by partnering with a trusted investment expert
Collaborating with a trusted investment expert allows advisors to extend their services to more people. Not only do individuals benefit from access to financial guidance, society as a whole is better off because more people are making better decisions with their... read moreHow collaborating with a trusted investment partner can fix advisors’ top 10 problems
The wealth advisor’s role is becoming tougher than ever due to increasing regulation, changing consumer expectations, volatile investment markets and the emerging robo-advice threat. Here we discuss the ten biggest problems faced by advisors today and explain how... read moreHow managed accounts help advisors boost scale and deliver better client outcomes
Making advice scalable has been a major problem for many practices. With a fixed number of hours in each week, there is a limit to the number of client meetings and advice documents that can be completed. This also says nothing of the highly labour-intensive... read moreCase Study: Wealth advisory firm cuts costs and doubles fees for some clients
Advisor groups typically gain significant business efficiencies and improve the outcomes for their clients by partnering with a trusted investment specialist. Here we demonstrate the significant value created by one group that was seeking to free up time, incorporate... read moreInvestment Insights
Bumpy ride as economies shift to new paradigm
Positive returns comfortably ahead of inflation can be expected over the longer term but full valuations in some areas, despite recent selloffs, and likely slowing in economic activity encourage a cautious stance for now. Economic growth this year has been stronger... read moreChallenge in finding value encourages a further shift up the quality spectrum
Activity has surprised on the upside. Growth is fading, but improving consumer sentiment, stable joblessness and reinvigorating housing markets imply mild slowdown rather than deep recession. There is a possibility of a renewed inflation surge later this year... read moreShift to lower rates unsettling markets
Global growth is slowing as the rebound from pandemic disruptions fades. The US economy was surprisingly strong through 2023, helped by fiscal support and consumers bolstered by plentiful work opportunities, high pandemic savings and the positive wealth effect from... read moreNavigating opportunities in volatile markets
Activity is slowing, more volatile and with starkly different characteristics across regions. Growth has surprised on the upside this year, but signs of slowing are becoming more evident. Conditions should be far weaker next year as delayed constraints from higher... read moreSurprising economic resilience adds to rates pressures
Global economic activity has held up remarkably well in 2023. Tighter monetary policy has been offset by improving supply chain efficiency as conditions normalise from pandemic and Ukraine war shocks. Interest-rate sensitive spending has been hampered by the... read moreStrong employment shows rates pressure far from being released
International activity is slowing significantly and is likely to remain subdued in the next several years. To quell demand, monetary policy is likely to be persistently tighter than might have been expected given strength in employment and services, which is less... read moreSpending softening as savings exhausted
Challenging conditions reflect tightening monetary settings and stubborn inflation. Economic growth is decreasing with mild recessions likely in key regions as the year progresses. Manufacturing and construction are softening significantly given the stimulus-fuelled... read moreGrowth slayed as central bank knights fight inflation
A global economic slowdown of significance is underway. Rolling recessions are likely in the next eighteen months as key regions are pounded by supply shocks relating to pandemic complications, war in Ukraine and rising interest rates. A more challenged outlook... read moreBad news on inflation may unsettle markets
Key issues impacting the investment landscape include the pandemic which continues to complicate activity, inflation which may stay surprisingly high for an extended period, interest rate hikes which will likely weaken economies next year and recession risks which are... read moreChanging conditions to provide opportunities for alert investors
The supply shocks emanating from the war in Ukraine and sanctions on Russia are weighing on growth and lifting inflation through higher energy, food and metals prices. Supply chains and trade flows, already complicated by the pandemic, are further troubled. Business... read moreDeliver outstanding value to your clients and work more efficiently