Newsletter sign-up
Better business
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
Analysis
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
When should you call time on a particular fund holding?
It takes a combination of factors for fund managers to thrive – should any of these change, it may be...
MPS v unitised solutions – which has the edge?
How and where advisers should outsource their investment function remains open to debate
The multi-asset sands continued to shift in 2024
New launches, performance, flows and innovation
Andy Parsons: A matter of fact(sheets)
With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?
MPS comparison tools begin to address key gap in advisers’ toolkit
Performance measurement has struggled to match the evolution of the model portfolio market but a raft of new comparison tools...
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
