The long read
Six questions to ask yourself on investment risk

Six questions to ask yourself on investment risk

Marco Mottadelli
03 Aug 2022

It is easy to be seduced by the potential upside for an investment. If the market for electric cars ...

Regular vs lump-sum investing: Which is right for you?

Regular vs lump-sum investing: Which is right for you?

Marco Mottadelli
28 Jun 2022

Choosing whether to invest larger sums infrequently, or smaller sums frequently, may not seem like a...

Getting the right balance for your ISA investments

Getting the right balance for your ISA investments

Marco Mottadelli
08 Jun 2022

Investors will often spend a lot of time and effort choosing the right investments for their ISA eac...

Early birds reap the benefits from tax-free savings

Early birds reap the benefits from tax-free savings

Marco Mottadelli
23 May 2022

Often how you invest is as important as where you invest. Many investors know about the importance o...

Taking control of your money: Cash might feel reassuring but growth means investing

Taking control of your money: Cash might feel reassuring but growth means investing

Marco Mottadelli
26 Apr 2022

Cash can be comforting; put £10,000 in a savings account and when you need it, you’ll get £10,000 ba...

The wealth advice revolution is here, how will you adapt?

The wealth advice revolution is here, how will you adapt?

Daniel Meere
18 Mar 2022

While the wealth management sector has been something of a laggard when it comes to technology and i...

Digital assistants: Alleviating burdens permeating wealth management

Digital assistants: Alleviating burdens permeating wealth management

David Wilson
07 Feb 2022

By 2030, according to multiple management consulting firms, advisers will gradually shed their role ...

The future of wealth management: Benefits of innovation and digitisation

The future of wealth management: Benefits of innovation and digitisation

Hamish Monk
01 Dec 2021

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is a...

The future of wealth management: Hybrid advice, hyper-personalisation, and holistic services

The future of wealth management: Hybrid advice, hyper-personalisation, and holistic services

Níamh Curran
24 Nov 2021

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is a...

The future of wealth management: The disruptive forces shaping the industry

The future of wealth management: The disruptive forces shaping the industry

Paige McNamee
17 Nov 2021

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is a...

Talking 'bout a revolution: The disruptive impact of ESG on wealth management

Talking 'bout a revolution: The disruptive impact of ESG on wealth management

William Trout
22 Oct 2020

The wealth management industry stands on the cusp of revolution, the implications of which extend to...

Global downturn will be a test for the robo-advice model

Global downturn will be a test for the robo-advice model


16 Mar 2020

With experts fearful of the Coronavirus outbreak setting the wheels in motion to a global recession,...