Practice

Geopolitical shocks a top client concern: advisor survey Geopolitical shocks a top client concern: advisor survey

Research

Geopolitical shocks a top client concern: advisor survey

Market volatility, potential recession also on the list of worries

By Jonathan Got |February 17, 2026

1 min read

Philosophy for advisors Philosophy for advisors

Planning and Advice

Philosophy for advisors

A clearly articulated set of beliefs is the operating system of a successful practice

By Robin Riviere |February 17, 2026

3 min read

Is your junior advisor ready to take the lead? Is your junior advisor ready to take the lead?

Your Business

Is your junior advisor ready to take the lead?

Passing down the business to a colleague may seem like an easy succession option, but it’s not always straightforward

By John Novachis |February 11, 2026

4 min read

How can advisors help clients mitigate longevity risk? How can advisors help clients mitigate longevity risk?

Planning and Advice

How can advisors help clients mitigate longevity risk?

Educating clients, planning for multiple outcomes will help make ‘their fears go away’

By Noushin Ziafati |February 10, 2026

8 min read