By Adviser Services Holdings Ltd
The podcast currently has 30 episodes available.
For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
What caused the market pick-up and can it last?
Is inflation defeated and what are the implications for interest rates? Scroll to 8 minutes 17 seconds.
What portfolio changes have we made / are we thinking about? Scroll to 17 minutes 24 seconds.
For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
What is the value of Financial Advice? Hear Elliot Smith of Wealth Spring delve into the value of advice in the era of democratised information.
Welcome to this edition of ASHL Media Podcast. This is part one of a two part podcast with Harry Thiel of WealthWave. This podcast was recorded during our Business Development event series.
Join John Netting & Jonathan Newell of IFAProsure as they discuss the landscape of the PII market in 2023, unpack the Sense Network block policy arrangement and highlight the key areas in which our policy provides real value to the network membership.
go to www.ashlgroup.co.uk to find out more about what makes us the #PartnerOfChoice for UK Financial Advisers
Inflation – is it now finally rolling over?
Is the recession cancelled or postponed? Scroll to 9 minutes 33 seconds.
Are equity growth prospects solely down to technology and AI, or can progress be broadened out? Scroll to 18 minutes 10 seconds.
What is the bond market telling us? Scroll to 25 minutes 50 seconds.
What changes have we made or plan to make at portfolio level? Scroll to 30 minutes 39 seconds.
In this episode, I sat down with Tom Davey, Director of the Norfolk based financial advice practice Tom&Co. Tom is currently taking the ASHL Academy Chartered Level Six Programme. As you'll soon hear, it's been a very busy year for Tom, but with the flexible learning styles and available support through the Academy, Tom has been able to balance the necessary learning time with everything else he has been working on.
Investment Proposition Manager for the ASHL Group of Companies, James Smith, covers off the key changes required to your CIP to make it Consumer Duty ready. James looks at provider assessment of value reports, target market descriptions, the four consumer outcomes and client vulnerability. Other topical matters are discussed along with best practice considerations.
The podcast currently has 30 episodes available.