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Ep 7: Evidence-Based Investing & SMAs — Cutting Through the Hype
Manage episode 499718768 series 3279785
Are today’s investing trends truly unlocking greater transparency, personalisation, and outcomes for clients, and how can advisers harness them to deliver lasting value?
In this episode of The Scientiam Show, Nigel Baker and Dr. Katherine Hunt explore:
- Evidence-Based Investing (EBI): How decades of research and data-backed strategies are better than speculation - and why adoption remains limited.
- SMAs: The benefits, considerations, and evolving role they play in delivering personalised, transparent client experiences.
Sharing practical ways to combine evidence, ethics, and technology to keep investment strategies client-focused and future-ready. Whether you’re an adviser, wealth manager, or investor, this conversation will help you navigate these trends with clarity and confidence.
About the Hosts:
Nigel Baker — Founder & CEO of Scientiam, Chartered Accountant, and CFP® with 20+ years in finance.
Dr. Katherine Hunt — Founder & Head Researcher at Ardentura, finance academic, and former financial adviser.
Connect with Katherine for your next event as a keynote speaker.
About Scientiam
Scientiam provides a white-label solution for advice firms to engage thousands of clients who aren’t yet ready for full advice. Our platform helps address key challenges such as improving access to advice, facilitating intergenerational wealth transfer, and effective client segmentation.
📩 Book a call — Email us at [email protected] to learn more.
74 episodes
Manage episode 499718768 series 3279785
Are today’s investing trends truly unlocking greater transparency, personalisation, and outcomes for clients, and how can advisers harness them to deliver lasting value?
In this episode of The Scientiam Show, Nigel Baker and Dr. Katherine Hunt explore:
- Evidence-Based Investing (EBI): How decades of research and data-backed strategies are better than speculation - and why adoption remains limited.
- SMAs: The benefits, considerations, and evolving role they play in delivering personalised, transparent client experiences.
Sharing practical ways to combine evidence, ethics, and technology to keep investment strategies client-focused and future-ready. Whether you’re an adviser, wealth manager, or investor, this conversation will help you navigate these trends with clarity and confidence.
About the Hosts:
Nigel Baker — Founder & CEO of Scientiam, Chartered Accountant, and CFP® with 20+ years in finance.
Dr. Katherine Hunt — Founder & Head Researcher at Ardentura, finance academic, and former financial adviser.
Connect with Katherine for your next event as a keynote speaker.
About Scientiam
Scientiam provides a white-label solution for advice firms to engage thousands of clients who aren’t yet ready for full advice. Our platform helps address key challenges such as improving access to advice, facilitating intergenerational wealth transfer, and effective client segmentation.
📩 Book a call — Email us at [email protected] to learn more.
74 episodes
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