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Analysis
Andy Parsons: What are MPS’s biggest fund exposures? Part 2
Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups
Better business
Alex Funk: Why the MPS market has a structural problem
Platforms remain essential for investors but should no longer dictate how portfolios are built or evolved
AI of the beholder: From process automation to strategic alpha
A natural evolution has underpinned the rise of AI across client-facing functions, writes Giovanni Beliossi
Andy Parsons: What are MPS’s biggest fund exposures? Part 1
What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?
Will FCA review help wealth-sector M&A mature & advance?
The consolidation review should not so much slow M&A as create larger, better-quality deals
Model behaviour: Time for a different climate?
If the AI trade wobbles further, investors may start to shift their thinking on model portfolio strategies
How mid-sized wealth managers and IFAs can use M&A to grow
As a service that is increasingly in demand, writes Andrea Bertolini, wealth management is at an exciting moment
Andy Parsons: Allocation, allocation, allocation?
Advisers need to be aware of the asset-allocation disparities within MPS peer groups
Paul Ilott: Why advisers should stop focusing on income yield
Retirees cannot pay their bills with income yield, but they can using dividend income
Juan de Palacios: A blueprint for the next generation of platforms
What the UK can learn from the rest of Europe
Paul Ilott: Can multi-asset solve the ‘safe withdrawal rate’ puzzle?
A handful of multi-asset income funds deliver patterns of income that could help address sequencing risk
Andy Parsons: Benchmarking 2.0
The thinking behind the launch of active-only and passive-only MPS comparator indices
Iran conflict: High stakes for the global economy
Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors
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
