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Better business
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
Analysis
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
Alex Diffey & Anastacia Bende: Seeking compensation clarity in wealth management
Can discretionary bonuses endure as a fruitful retention tool in an ever-changing environment?
Andy Parsons: Is a bigger MPS range, a better MPS range?
Why larger DFMs could be at less of an advantage despite all their resources
What can be expected from the FCA’s model portfolio review?
Previous such exercises by the regulator suggest its focus could be on two key areas
Is there an alternative approach to alternatives?
Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?
Absolute Insight: Beneath the surface of the pod shops’ rise
The US multi-strategy giants are booming but, asks Ian Willings, are they really an absolute-return panacea?
Andy Parsons: When the going is good
Advisers need to be interrogating MPS outperformance as well as underperformance
Absolute Insight: Beware the ‘Bond Illusion’
Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations
The Wealth Connection: Aberdeen’s Fergus McCarthy
On creating an investment culture, the societal impact of real assets and the evolving role of asset management
Quarterly view: OK … what next?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
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
