The perseverance of active management: a case for strategic patience
Passive funds have overtaken active globally, but active management remains essential for volatile markets, niche strategies, and long-term outperformance. For advisers, blending both approaches and exercising strategic patience helps deliver better outcomes for clients.
Succession Planning is Not Just for Retirement: How to Secure the Future of Your Financial Practice
Succession planning isn’t just a retirement exercise, it’s about protecting your life’s work and giving your clients certainty no matter what the future holds. For solo advisers especially, going it alone can leave too much to chance, which is why partnering with a trusted network can make all the difference by providing the support, structure, and continuity your practice needs to thrive beyond you.
The Power of Collaboration in Financial Services: Why Giving Comes Before Getting
Collaboration may not be the first word you associate with financial services, yet it is one of the most powerful drivers of long-term success. By focusing on reciprocity in networking — giving before getting — advisers can build stronger practices, better client outcomes and a more resilient industry.
From ‘Nice to Have’ to Business Necessity: Why Succession Planning Can’t Wait
Succession planning is no longer a “later” task, especially for solo practices facing rising compliance costs and industry consolidation. When it comes to advisers running their practices, they need to future-proof their businesses with scalable systems, realistic valuations, and structured transitions that protect clients and legacies for the long term.