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Lessons from 100 IFAs: advice to my younger self

Ben Peele - February 3, 2025

Our UK Managing Director, Ben Peele, spoke at a conference at the end of last year where he asked over 100 IFAs attending a simple question: “What advice would you give your younger self?”

Bonds are back: The fruit tree’s renaissance

Bonds have been out of favour for much of the last 10 years as quantitative easing saw bond yields...

Two nominations for PortfolioMetrix at Portfolio Adviser Wealth Partnership Awards 2023

PortfolioMetrix has recently received the honour of being shortlisted for two prestigious awards at...

In the Company of Titans: PortfolioMetrix's Nic Spicer makes CityWire WealthManager Top 100 again

In the ever-evolving landscape of wealth management, the CityWire Wealth Manager Top 100 2023 List...

Insourcing is the new Outsourcing?

Outsourcing has become such a familiar feature of the adviser landscape in recent years that it has...

Should you be increasing your fees?

We recently hosted a webinar for over 150 advisers on the frequently debated topic of adviser fees....

Prioritising Cybersecurity in Asset Management

The world is more connected than ever, but with this increased connectivity comes a higher risk of...

Provider of the Year! PortfolioMetrix shortlisted at Money Marketing Awards

Money Marketing revealed its shortlists for its 2023 Awards, and we’re very delighted to announce...

The Power of Mentoring

What makes a great adviser is 100% transferable to being a great mentor. Ask the right questions,...

PortfolioMetrix Technology WealthExplorer™ for the Win!

Making Waves! 6 Shortlistings at Citywire Adviser Choice Awards for PortfolioMetrix

PortfolioMetrix shortlisted x3 in Professional Adviser Awards

Double shortlisting for PortfolioMetrix at 2022 Portfolio Adviser Wealth Partnership Awards

The shortlist for the Portfolio Adviser Wealth Partnership Awards 2022 has been announced and we...

Awards shortlisting alert! PortfolioMetrix featured in two categories at the Schroders UK Platform Awards

The Schroders UK Platform Awards 2022 have released their finalists and we are delighted to...

Is consolidation good news for your clients?

Thinking of selling your advice business? Maybe read this first.

Twice as nice! PortfolioMetrix shortlisted again at Money Marketing Awards

Money Marketing has released the shortlist for their 2022 Awards, and we’re very excited to...

Risk profiling tools can create more problems than they solve

Using a risk profiling tool should mean you have done all you can to ensure your clients are...

Rebalancing a portfolio to manage investor composure

As anyone who has invested in equities over the long term knows, it can be a roller coaster at...

New ESG report is very data-rich…but not everyone wanted to take part

It’s great to be voted the best against such strong competition

It’s always great to win awards (and we have won quite a few in recent years) but I have to say we...

From behind the bar to raising it – how our ‘Captain Planet’ is making an impact

We were delighted to see Oliver Jones, one of our investment analysts, once again featured in...

Are CRPs CR*P? We asked some experts…

The topic for debate at our most recent Young(er) Adviser roundtable was Centralised Retirement...

Tech ‘future’ has been here for a decade

I was interested to read Ian Horne’s recent take on how technology is shaping investments in ...

Three top awards for the team!

PortfolioMetrix scooped three wins at the 2022 Citywire Adviser Choice Awards last week.

Will Robo 2.0 spell the end for DFMs?

Following my recent blog looking at Robo 2.0 and whether advice professionals should be worried...

Robo 2.0: should advisers be worried?

Recently, FT Adviser ran an article that asked: “Will DIY platforms disrupt the advice sector?” As...

8 out of 12 shortlists say we’re doing great

Great excitement at PortfolioMetrix HQ when we discovered we’ve been shortlisted in 8 out of the 12...

We’re investing in the future of advice – you could too

This year we’ve made a commitment to invest in the future of financial advice, through sponsorship...

Networking: avoiding the curse of the clique

I recently chaired one of our regular “Women in Advice” sessions on the topic of networking and how...

Consumer Duty: we’re all in it together

The FCA’s first consultation for their proposed Consumer Duty regulation, due to be introduced in...

Advisers struggling to see the tech wood for the trees

Imagine you were tasked with planting a wood. No doubt you’d do your research and choose trees that...

Why some investment options are hard to swallow

There’s an excellent article by independent fund analyst Simon Evan-Cook on the Citywire Wealth...

Initiative to encourage more women advisers

I was really impressed to hear about Dawn Patrick and her quest “to assist 500 women into IFA roles...

FASA: from zero to 5-star hero – thank you for voting for us!

When we received an email that PortfolioMetrix had won a Financial Adviser Service Award it came as...

Solving the big three problems of conventional multi-asset funds

Launching what must seem like the 974th multi-asset fund (MAF) in the UK market was going to be of...

3 reasons smaller DIMs are a threat to the big brands

A recent article in Investment Week (you can read it here) reported on a NextWealth report that...

The outsourcing debate: where do you stand?

A Professional Adviser article about outsourcing by Fiona Tait from Intelligent Pensions caught my...

Why it pays to be a specialist

Having just experienced the thrills of the Olympics, a recent article written by my colleague...

DIY investing: threat or opportunity for ambitious advisers?

At our last ‘young adviser’ networking session we discussed the growth of DIY investing among young...

We’re in the frame for two prestigious Money Marketing Awards!

There was much excitement among the PortfolioMetrix team when we heard we’d been shortlisted for...

How to thrive in a business world that’s never going back to ‘normal’

I recently blogged about attending this year’s Richmond PIMS forum, which was a marathon of 30...

The questions you should always ask a DFM

The questions we ask potential business associates are crucial if we are to get the full picture...

Hat trick of wins at the Citywire Adviser Choice Awards

PortfolioMetrix is over the moon to have won three Citywire Adviser Choice Awards:

PIMS 2021: a return to face-to-face meetings

In spite of the government moving ‘freedom day’ from mid-June to mid-July, the organisers of the...

PMX among top 10 fastest growing MPS

The PortfolioMetrix MPS is among the top 10 fastest-growing, according to an article in Citywire...

Record gains for our CGT harvesting process

Back in 2017, we launched our automated Capital Gains Tax (CGT) allowance harvesting process with...

One man: 30 women – the day the tables were turned

At our inaugural Women in Advice event, I was the only man in a (virtual) room with 30 women who...

Industry recognition for our newest board member

Investment Week recently announced its shortlists for awards and it was great to see that our...

Why financial planners need advisers

The way financial advice professionals describe themselves was the topic for an excellent article...

Virtual insanity?

We’re almost at the point where ‘business as usual’ can actually be just that – at least in terms...

How to make the fee conversation go away

I recently attended a one-day course on “Coaching skills for financial planners”, run by Jan...

ESG portfolios – we set out our stall

Earlier this week, my colleague Dave Chessell blogged about how advisers prefer to offer badged ESG...

What’s worrying you? Don’t worry, we’ve got some solutions

It’s always interesting to read surveys that explore what financial advisers are finding...

When standing still means going backwards

Recently an acquaintance told me about an adviser friend who hasn’t taken on any new clients since...

Three wise men and women

Our industry is full of inspiring individuals and barely a day goes by without some new nuggets of...

ESG: how to get ready ahead of new regulations

New regulations are coming in 2021 that will require advisers and financial planners to evidence...

2020: the tipping point for investing responsibly?

Great news hit my inbox at the end of last week: PortfolioMetrix has been shortlisted in the ...

Financial advice: doomed to shrink or poised for expansion?

A recent survey by CoreData into the impact of the coronavirus pandemic on the UK financial advice...

Video Analysis: Value of Advice

Why have we written the Insider’s Guide to the Value of Advice? Watch Ben Peele’s full video...

The silver lining of the current lockdown

There has been a lot written about the impact COVID-19 is having on people across the globe so I...

Are advisers overcomplicating investment management?

Money Marketing’s latest annual DFM Satisfaction Survey makes for interesting reading and throws up...

What did you say…?!

In September 2019 we invited all of the business owners at our partner adviser firms to tell us...

Adviser Partner Benefits

You can also watch our Business Development Managers, Kristen de Wet and Jacob Robertson, present...

Is outsourcing investment right for you? Take our quiz to find out…

The question of outsourcing the investment part of their role is something of a Marmite topic –...

Six reasons why PortfolioMetrix is bang on trend

In a world dominated by technical innovation, organisations that gather FinTech data and...

Be careful what you ask for…

One of my key reasons for joining PortfolioMetrix was the great feedback on them from their adviser...

I'm interested in

Lessons from 100 IFAs: advice to my younger self

Bonds are back: The fruit tree’s renaissance

Two nominations for PortfolioMetrix at Portfolio Adviser Wealth Partnership Awards 2023

In the Company of Titans: PortfolioMetrix's Nic Spicer makes CityWire WealthManager Top 100 again

Insourcing is the new Outsourcing?

Should you be increasing your fees?

Prioritising Cybersecurity in Asset Management

Provider of the Year! PortfolioMetrix shortlisted at Money Marketing Awards

The Power of Mentoring

PortfolioMetrix Technology WealthExplorer™ for the Win!

Making Waves! 6 Shortlistings at Citywire Adviser Choice Awards for PortfolioMetrix

PortfolioMetrix shortlisted x3 in Professional Adviser Awards

Double shortlisting for PortfolioMetrix at 2022 Portfolio Adviser Wealth Partnership Awards

Awards shortlisting alert! PortfolioMetrix featured in two categories at the Schroders UK Platform Awards

Is consolidation good news for your clients?

Twice as nice! PortfolioMetrix shortlisted again at Money Marketing Awards

Risk profiling tools can create more problems than they solve

Rebalancing a portfolio to manage investor composure

New ESG report is very data-rich…but not everyone wanted to take part

It’s great to be voted the best against such strong competition

From behind the bar to raising it – how our ‘Captain Planet’ is making an impact

Are CRPs CR*P? We asked some experts…

Tech ‘future’ has been here for a decade

Three top awards for the team!

Will Robo 2.0 spell the end for DFMs?

Robo 2.0: should advisers be worried?

8 out of 12 shortlists say we’re doing great

We’re investing in the future of advice – you could too

Networking: avoiding the curse of the clique

Consumer Duty: we’re all in it together

Advisers struggling to see the tech wood for the trees

Why some investment options are hard to swallow

Initiative to encourage more women advisers

FASA: from zero to 5-star hero – thank you for voting for us!

Solving the big three problems of conventional multi-asset funds

3 reasons smaller DIMs are a threat to the big brands

The outsourcing debate: where do you stand?

Why it pays to be a specialist

DIY investing: threat or opportunity for ambitious advisers?

We’re in the frame for two prestigious Money Marketing Awards!

How to thrive in a business world that’s never going back to ‘normal’

The questions you should always ask a DFM

Hat trick of wins at the Citywire Adviser Choice Awards

PIMS 2021: a return to face-to-face meetings

PMX among top 10 fastest growing MPS

Record gains for our CGT harvesting process

One man: 30 women – the day the tables were turned

Industry recognition for our newest board member

Why financial planners need advisers

Virtual insanity?

How to make the fee conversation go away

ESG portfolios – we set out our stall

What’s worrying you? Don’t worry, we’ve got some solutions

When standing still means going backwards

Three wise men and women

ESG: how to get ready ahead of new regulations

2020: the tipping point for investing responsibly?

Financial advice: doomed to shrink or poised for expansion?

Video Analysis: Value of Advice

The silver lining of the current lockdown

Are advisers overcomplicating investment management?

What did you say…?!

Adviser Partner Benefits

Is outsourcing investment right for you? Take our quiz to find out…

Six reasons why PortfolioMetrix is bang on trend

Be careful what you ask for…