Value of advice

Investor sentiment slid last year, despite strong markets: survey Investor sentiment slid last year, despite strong markets: survey

Market Insights

Investor sentiment slid last year, despite strong markets: survey

44% of respondents felt negative about their investments, up from 32% in 2024

By Jonathan Got |January 21, 2026

2 min read

Client review meetings are advisors’ chance to stand out in the age of AI Client review meetings are advisors’ chance to stand out in the age of AI

Planning and Advice

Client review meetings are advisors’ chance to stand out in the age of AI

Centre the client experience, rather than investments, senior advisors recommend

By Noushin Ziafati |December 31, 2025

6 min read

How should advisors speak to clients about total cost reporting? How should advisors speak to clients about total cost reporting?

Planning and Advice

How should advisors speak to clients about total cost reporting?

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

By Noushin Ziafati |December 30, 2025

6 min read

With CRM3 around the corner, here’s how financial services firms are preparing With CRM3 around the corner, here’s how financial services firms are preparing

Products

With CRM3 around the corner, here’s how financial services firms are preparing

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

By Noushin Ziafati |December 29, 2025

7 min read