Rob McClelland

How one advisor is preparing for the second wave

Advisor is taking cautious steps to stay ahead of the competition while protecting clients, staff, and his practice

Advisor pulls from past to navigate stormy present

Industry veteran shares lessons he learned from past bear markets and how he’s putting them to work today

Is financial advice becoming harder to quantify?

As fee-based accounts grow, so does the issue of reverse churning. Rob McClelland tells WP why financial planning has supplanted stock-picking

Why advisor's job is to keep clients invested

Bad news sells and investor fear is real but advisor explains why sticking to portfolio strategy is paramount

What to do when a client stops listening

Advisor says that when the relationship breaks down, it’s time to take action

How advisors can fight back against low fees

Industry insider explains how money managers can prove their value to dubious clients

Trump's 'brilliant move' means volatility here to stay

Why investors will hesitate until trade deal is finalised

Why emerging markets have room to run

Industry insiders give their take on the stunning emerging markets rally

When clients’ expectations have to be tempered

Senior advisor Rob McClelland on portfolio strategy and when he has to remind clients of investment fundamentals

The unintended costs of regulation

Rob McClelland shares how regulation and legislation are affecting clients’ choices in the wealth industry