In this episode of The ifa Podcast, host Sarah Kendell is joined by Michael Hutton, personal wealth management partner at HLB Mann Judd, to break down the key issues that are affecting his clients in the lead up to tax time.
Michael explains some helpful strategies for advisers to consider for different client situations, from landlords with struggling tenants, to those approaching retirement, to people with more cash than anticipated.
With advisers under pressure to deliver tailored portfolios while preserving efficiency, Cho explains why scalable, rules-based investment solutions – particularly...
Downey explains why this hesitation exists, why it’s rational – particularly when it comes to security concerns – and how...
Their research centred on how understanding and mapping client emotions at each stage – from discovery and strategy development to...
Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...
Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.
Excitement sells stories, not stability. For long-term wealth, consistency and compounding matter most — proving that sometimes boring is the...
Excitement drives headlines, but steady returns build wealth. Real estate private credit delivers predictable performance, even through volatility.
