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Analysis
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
What does targeted support mean for financial advisers?
Will the regime eat the profession’s lunch, asks Cherry Reynard, or is it a new opportunity?
Planet MPS: Are you being served?
Andy Parsons charts the increasing importance to advisers of DFM service levels
Know what your referrals are reading before they call you
Between introduction and decision comes research, writes Tony McChrystal - and what a prospect finds matters
Richard Warne: Step back to consider the bigger picture
Times like these can be uncomfortable but also reinforce the value of diversification and long-term thinking
Planet MPS: Winners disclosure
Andy Parsons runs through the winners of the 2026 Defaqto MPS Comparator Awards
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
The money-knowledge gap quietly costing a generation
April is Financial Literacy Month but, says Scott Stevens, meaningful change rarely stems from campaigns alone
Planet MPS: About the size of it
AUM figures are crucial for due-diligence , says Andy Parsons, so why can they be tough to find?
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
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
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
