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Better business
Client Q&A – An introduction to wealth management
A short, generic, plain-English guide you can use with your clients. Or not
Analysis
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...
Andy Parsons: The evolution of fair value in the MPS sector
In the first of a regular series , Andy Parsons discusses the role of comparison analysis in ensuring fair value
Plan an ‘unheroic journey’ for your investors
How can professional investors ensure their clients benefit fully by sticking along for the whole ride?
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
