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Industry news and views from Panacea and our partners.
94% of clients say trust matters most. So why don’t advisers study it?...
According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction. Just recently I ran a webinar, ‘The part of financial planning no qualification can teach you’, and I asked a simple question:
July 2026 EMD review and outlook: local markets defy bond sell-off...
US Treasury yields, a weaker US dollar and a sharp rebound in oil prices remained the key drivers of emerging market debt (EMD) in July. Renewed tensions in the Middle East pushed oil prices higher, with the Brent crude rising 23.6% to US$90.1 a ba
How resilient is your Centralised Investment Proposition (CIP)?...
Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain mar
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