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Spotlight on… Nicola Cornish
Describe a typical day for you and your role? My main role is the running of the business on a day to day basis and ensuring that we are all following the vision, objectives and strategy set by the...
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Clever MPS turns three!
Tops performance v cost comparisons as FUM doubles in last six months 105 IFA firms using Clever solutions, 48 using CleverMPS CleverMPS assets have doubled over last six months 1,800 investor...
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Adviser Guide – How (to) PROD
How (to) PROD PROD has been met with much resentment from financial planners who believe they are already doing it. However, as is so often with financial regulation, it is not the doing that matters,...
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Spotlight on… Ash Weston
Describe your position and what a typical day looks like for you. I am the head of portfolio operations at 8AM. My role predominantly involves the successful mechanical operation of the model...
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Market Commentary: July 2021
Market Commentary - Buy the dip? So after finishing last week on a depressing note focused on investor fatigue and the growing threat of the Delta variant, I wasn’t at all surprised to see markets...
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Market Commentary: August 2021
Delta Infections Weighing on Growth ExpectationsFinancial markets were rattled in the past week by speculation that global recovery could lose momentum as the Delta variant spreads – just as central...
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Market Commentary: September 2021
Bank of England and Federal Reserve Toughen RhetoricBoth the Bank of England (BOE) and the U.S. Federal Reserve (Fed) issued policy updates last week suggesting they have become a little more confident...
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4 Ways to Improve Mental Health Support at Work
Practical Advice for Your WorkplaceIf you think mental health and wellbeing aren’t important topics for businesses to consider, think again. An extensive study from the World Health Organisation (WHO)...
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Market Commentary: October 2021
UK, US and Asian Market UpdatesUK Markets Whilst standardised inflation data for the UK actually fell in September, all signs show that the Bank of England (BoE) is contemplating an imminent...
View ArticleBlogging Basics for Financial Advice Firms
When it comes to marketing your financial advice firm, writing your own blog can be a great place to start. Not only is it an opportunity to share news and demonstrate your knowledge to prospective...
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Market Commentary: November 2021
Rates, Seasonal Spending and Covid ConcernsUK Markets An unambiguously strong labour market release has emphasised that December’s Monetary Policy Committee (MPC) meeting is very much live. A repeat...
View Article8AM CleverMPS Hits £1bn AUM
A ‘Significant Milestone’ for the Managed Portfolio ServiceClever Adviser Technology and 8AM Global have announced that their joint-venture, 8AM CleverMPS, has passed the £1bn assets under management...
View ArticleSpecial Market Commentary: Ukraine Crisis
As financial markets continually move, grow, dip and change, any commentary is offered with a short expiry date – as conditions shift, so do the potential outcomes. Nevertheless, the pace of change...
View ArticleJargon Busters: What is ESG Investing?
“What is the purpose of investing?” On the face of it, this might seem a simple question to answer. Afterall, investing is all about making money… right? Perhaps not entirely. While wealth planners and...
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Spotlight on… Ash Weston
Describe your position and what a typical day looks like for you. I am the head of portfolio operations at 8AM. My role predominantly involves the successful mechanical operation of the model...
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Market Commentary: June 2022
From Bear Market To Recovery It’s official: the S&P 500 is now in a bear market, joining its peer, the Nasdaq 100. Recovery is inevitable, but what do recoveries typically look like? Since 1950,...
View ArticleThe Market Review: 10 July 2022
Written by Nathan Sweeney – CleverMPS Portfolio Manager & Marlborough’s Deputy CIO – Multi Asset, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleThe Market Review: 24 July 2022
Written by Nathan Sweeney – CleverMPS Portfolio Manager & Marlborough’s Deputy CIO – Multi Asset, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleThe Market Review: 07 August 2022
Written by Nathan Sweeney – CleverMPS Portfolio Manager & Marlborough’s Deputy CIO – Multi Asset, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleThe Market Review: 21 August 2022
Written by Nathan Sweeney – CleverMPS Portfolio Manager & Marlborough’s Deputy CIO – Multi Asset, the Market Review is packed with the most interesting and impactful events of the past week from...
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