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Analysis
No peaking … yet – the outlook for MPS
There may be cracks in the MPS edifice but the market still appears some way off from ‘peak’
Andy Parsons: Spot the difference
Why would advisers focus on different qualities when assessing MPS and multi-asset portfolios?
Better business
Derek Smith: Boldly going to the tech frontier
Bringing together artificial intelligence, data and the human touch to improve client outcomes
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture
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
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
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
Picks for ‘26: A micro-driven pivot back to the US
Growth this year will stem from firm-level innovation and capital spending decisions, writes Hani Redha
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
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided
