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Analysis
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
Better business
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
Absolute Insight: Cutting through the noise around absolute return
Absolute return is essential for the new investment reality, writes Ian Willings
Client Q&A – An introduction to wealth management
A short, generic, plain-English guide you can use with your clients. Or not
Andy Parsons: Be sure to look under the bonnet
What criteria are advisers using to help select DFMs and MPS solutions? Andy Parsons takes a closer look
Trilliam Jeong: Turn adviser retention into a competitive advantage
In an industry built on relationships, adviser attrition is more than just an HR issue
Andy Parsons: What’s in a name – or number?
Surely a portfolio’s name should offer a reasonable indication of where it sits in the market, argues Andy Parsons
The MPS platform challenge – can it be solved?
The most serious challenge to the continued growth of MPS is the complexity of implementing it on platforms
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...
