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Monday Club – 07/04/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Tariffs’ and ‘We're sorry – more tariffs’
Andy Parsons: Be sure to look under the bonnet
What criteria are advisers using to help select DFMs and MPS solutions? Andy Parsons takes a closer look
Trilliam Jeong: Turn adviser retention into a competitive advantage
In an industry built on relationships, adviser attrition is more than just an HR issue
Monday Club – 31/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Gilts complex' and ‘Consumption concerns’
Fly on the Wall: Artemis US Smaller Companies
The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet
Monday Club – 24/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Re-emerging markets?’ and ‘No exceptions’
Monday Club – 17/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘European revival’ and ‘Active role’
Monday Club – 10/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘US recession?’ and ‘Global dividends’
Andy Parsons: What’s in a name – or number?
Surely a portfolio’s name should offer a reasonable indication of where it sits in the market, argues Andy Parsons
Distribution Verve: Jamie Hayes of Nordea Asset Management
The current thinking and future plans of heads of distribution at asset management groups
Monday Club – 03/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Achilles’ heal?’ and ‘Huang tough’
Wind-up merchant
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues
Analysis
Iran conflict: High stakes for the global economy
Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
Alternative thinking: The liquid route to better diversification
Liquid alternatives help bolster portfolios through uncorrelated sources of return, writes Tom May
AI of the beholder: Using AI in equity portfolio construction
Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi