ASHL Media Podcast

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.

Our final Rockhold Podcast of the year. Check out the chapter timings below for specific themes featured in this month's Podcast. Thanks to all of our subscribers and see you again in 2023.

2022 has been a year of “the great reset”?  Scroll to 33 seconds. Is fixed income a buy yet?  What about equity markets? Scroll to 7 minutes 59 seconds. 2023 prognosis?   Scroll to 12 minutes 46 seconds. Portfolio updates and news?  Scroll to 16 minutes 40 seconds. What investment related book can you recommend to listeners for the holiday season?  Scroll to 18 minutes 19 seconds.

In this series of blogs and podcasts, we speak to principals and advisers from the AR firms of both Lyncombe and Sense Network. This series was created to give our firms an opportunity to introduce themselves, discuss what's on the horizon and get a sneak peek into what keeps them busy outside of financial planning.

Click here download "The Great Normalisation" guide.

Our latest ASHL Media Podcast has been added to the ASHL media channel, featuring the current market views of Rockhold’s MPS partner, Alpha Beta.

In this episode of the Rockhold Podcast we ask whether inflation has peaked in US and what’s the prognosis for UK? US rates reached neutral according the Federal Reserve – are there more hikes to come and what about US dollar strength? Treasury yields have been trending lower again – what are the risks? Soft landing, hard landing or crash landing?  Favoured investment themes?  Changes to portfolios?

Only on the Rockhold Podcast

Weclome to the latest podcast from Rockhold, featuring the current market views of Rockhold’s MPS partner, Alpha Beta. Today's topics: What happened to so-called diversification benefits in recent market falls? Has inflation peaked? Short term rates have further to go but long term rates appear to be falling already? Is that correct?  Markets are an efficient discounting mechanism – but what does that mean? A recession looks likely – a technical one or something altogether more real? 

Join Andrew Thompson, John Reynolds and Asim Javed from Rockhold’s MPS partner Alpha Beta, as they discuss recent portfolio changes, Bond yield considerations, recessionary pressures and more.

Find out more at rockholdinvest.co.uk

It is normal business practice for a company to mitigate the risks they may face but so often they overlook the impact of the loss of a co-owner.  Indeed, 41% of surveyed business owners say they have never considered the risk, yet the impact of not having the rules and a framework in place can be the same as an individual dying intestate.     We discuss the importance of shareholder protection and take you through, step by step, the most common solutions used when creating shareholder protection  arrangements.  We will also delve a bit deeper, looking at areas which can differentiate you from the pack, including how you can tailor solutions to be IHT efficient and creating bespoke agreements for when a husband or wife hold a position as a  minority/non-working shareholder.

In this webinar we'll be taking a deep dive into the world of income protection insurance (IP). We'll be covering why this protection product is so important for clients, particularly now given the economic climate, and covering who IP is suited to and how you can introduce IP into your conversations with clients. We'll also be highlighting sales tools to support those conversations

Join Andrew Thompson, John Reynolds and Asim Javed from Rockhold’s MPS partner Alpha Beta, as they discuss recent portfolio changes, the continued impact of the war in Ukraine on markets as well as thoughts on possible future changes to portfolio bond duration exposure. They also discuss central bank policy and the impact on individual equity sectors.