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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
Better business
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
Distribution Verve
Distribution Verve: Jamie Hayes of Nordea Asset Management
The current thinking and future plans of heads of distribution at asset management groups
Wind-up merchant
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues
Opinion
Ben Peele: It takes two to dance the tailored MPS tango
‘Insourced’ portfolios will only evolve and develop in the right way if advisers fully engage with the process
Distribution Verve: Iain Evans of Polar Capital
Peter Sleep: What Neil Woodford did right
Neil Woodford was often in the right place at the right time, says Peter Sleep, and yet …
Andy Parsons: A matter of fact(sheets)
With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?
Alternative Thinking: Why private assets? Why now?
Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets
Hello and welcome to Wealthwise
A note from the editor
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
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
