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Analysis
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
Better business
Martin Dodd: Are firms doing enough for vulnerable clients?
Training, better communication and enhanced suitability checks among strategies that can help
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?
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
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
