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Analysis
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
Rob DeDominicis: After M&S – lessons in cybersecurity
Clients now expect their wealth manager to protect sensitive data as securely as their money
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...
