Next gen planning

At Platforum we examined intergenerational financial planning in one long-established wealth management firm – Charles Stanley – where they have numerous examples of looking after five or six generations and more. Platforum researched and wrote the Book of Stories for...

Is now the time for value?

We’ve recently published a white paper with Jupiter, about advisers’ views of value and income investing. Recent wobbles aside, equity markets have mostly roared away during the last decade.  Factors such as low interest rates have particularly favoured growth funds,...