Insights and events for financial advisers

The world seems to be rapidly changing in unpredictable ways, but toil and trouble is nothing new. Precious metals in particular have had a turbulent time lately. But we still see them as credible diversifiers, and maintain our belief in individuals and companies to innovate and compound growth over the long term.

Watch the first of our 2026 market updates exclusively for financial advisers.

The year is progressing as we thought it would, with lots of policy threats from the usual source, but limited disruption to markets. In such an informational storm, knowing when to react and when to ignore the commotion will be crucial.

With Greenland on President Trump’s bucket list of places to acquire, he’s threatened tariffs for any country opposing a “total” purchase. Stock markets are showing some nervousness, but we’re hopeful that the “Donroe Doctrine” will be another example of escalation followed by de-escalation.

Equity gains were stronger than average in 2025, pleasantly surprising investors who are still climbing a wall of worry. The outlook remains positive as we look ahead to the new year, though similar uncertainties also look likely to persist.

Bespoke investment management is often positioned as a client benefit. But for advisers, it’s proving to be just as powerful – helping firms grow, strengthen relationships and deliver a more personalised experience.

Tax changes are forcing advisers to rethink how they manage portfolios for clients with significant wealth. With growing pressure to balance tax efficiency and long-term growth, bespoke investment management is emerging as an increasingly valuable solution.

Discover how Rathbones’ Model Portfolio Service (MPS) is designed to free up advisers’ time and support their approach to meeting Consumer Duty requirements.

The one thing we know about regulatory change is that there’s no final chapter. The changes we’re seeing today, and those that are coming, are direct descendants of what’s come before whether it was the Retail Distribution Review, Consumer Duty or Pensions Freedoms.

Retirement is evolving. Discover key insights from Rathbones & The Lang Cat to help advisers deliver smarter, personalised retirement planning.

Beyond the headlines, what does the Autumn Budget really mean for you and your clients?

Rachel Reeves avoided spooking the bond market with her Budget, but we think she could have done more to boost long-term economic growth. And although she's built a bigger margin for error, it's still easily possible that Reeves finds herself looking for more tax increases again in a year’s time.

Explore everything our uniquely diversified, actively managed, and highly cost-effective Model Portfolio Service (MPS) has to offer — on demand.

With the 2025 Autumn Budget approaching, the UK stands at a crossroads: high government debt, rising spending pressures, and slow economic growth demand a new approach. In this timely report, Oliver Jones argues that the only way out is to prioritise investment.

Learn how retirees and advisers can protect investments and avoid cashing out during market downturns. Smart strategies for long-term retirement planning.

Retirement is a new beginning, not an end. A CRP helps advisers give flexible, ongoing guidance for evolving client goals.