Key findings Client trust at record levels: Advisors enjoy unprecedented loyalty, with industry NPS hitting 77.7. Peace of mind matters most: When asked how they measure value, clients ranked a “sense of... Read more continue reading
14
Oct
2025
Earn CPD Points
CPD: Private credit – a key sub-sector in private market investingPrivate markets offer the potential to outperform public markets over the mid to long-term with the potential for lower volatility. Within this, private credit offers investors an attractive opportunity to [...]
CPD: Private markets and alternatives – consumer protection challengesIntroduction Interest in alternative assets – including private markets and infrastructure – has surged in recent years, a strong growth trajectory that is expected to continue well into the future. [...]
CPD: The adviser’s fiduciary duty in an ethical practiceIt is both a legal and ethical requirement for financial advisers to fulfil their fiduciary duty to their clients. This article, proudly sponsored by GSFM, explores the importance of the [...]
CPD: The spectrum of growthCompanies that generate strong, sustainable growth are valuable sources of long term capital appreciation in a portfolio, but these businesses are rare, difficult to identify and exist on a broad [...]
CPD: Record-keeping in financial advice – the key to compliance and consumer protectionIntroduction The financial services regulatory framework is a key pillar of financial consumer protection. Regulatory compliance is therefore not merely about avoiding penalties, but is a critical step in building [...]