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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
Analysis
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
Alex Diffey & Anastacia Bende: Seeking compensation clarity in wealth management
Can discretionary bonuses endure as a fruitful retention tool in an ever-changing environment?
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
Grégoire Kounowski: The return of US economic interventionism
Growing signs of economic activism may be shaping the contours of a new US doctrine
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
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...
