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Better business
Trilliam Jeong: Fix the reporting system, not its symptoms
At a time when trust is currency, investor reporting is about much more than metrics
Rob DeDominicis: After M&S – lessons in cybersecurity
Clients now expect their wealth manager to protect sensitive data as securely as their money
Analysis
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
Absolute Insight: A timely diversifier amid the market turmoil
April’s asset-price volatility was a reminder of the potential of absolute return, writes Ian Willings
James Singleton: Unlocking the full potential of private markets
What remains unresolved for wealth managers is the operational challenge of integration
Preya Patel: Tackling the hidden MPS tax headache
'ERI' is a risk for advisers – and one likely to become a bigger problem as MPS use expands
Andy Parsons: Active or passive? That is the question
Data analysis can raise as many questions as it answers but even then, says Andy Parsons, good data can help
Camille Vial: It’s time for wealth managers to get ‘phygital’
The Swiss financial market's transformation illustrates the need to adopt innovative solutions while preserving client experience
Absolute Insight: Cutting through the noise around absolute return
Absolute return is essential for the new investment reality, writes Ian Willings
Client Q&A – An introduction to wealth management
A short, generic, plain-English guide you can use with your clients. Or not
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
Andy Parsons: When the going is good
Advisers need to be interrogating MPS outperformance as well as underperformance
Opinion
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia
Is there an alternative approach to alternatives?
Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture