Chris Jones: Confessions of an unregulated mind
AI may be transforming financial services, but the principles that matter most remain unchanged
PA Adviser
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Credibility check: How far must the Fed go to tame inflation?
The Fed is being forced to defend its credibility using policy tools that may do little to address the real sources of price pressure, writes Albemarle’s Fahad Hassan
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What financial advisers should understand about alpha vs beta in fixed income
Alpha and beta can help advisers identify the true drivers of performance, writes Nedgroup’s David Roberts
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Chris Jones: Confessions of an unregulated mind
The industry often equates more information with better advice. But in reality, more is not always better
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Why OATs aren’t as healthy you think
France’s deteriorating public finances pose a big risk for bond markets worldwide, writes Tatton’s Dr Issac Kean
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How the chancellor can bring stability to the great wealth transfer
PXN Investments’ Caroline Flagg discusses the growing tension between long-term inheritance planning and rapidly changing tax policy
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Oxford Risk: Personalising suitability at scale
While tech has opened up new opportunities to provide personalisation at scale, Greg B Davies argues many are still failing to make the most to it
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Triple Point: One family, different conversations
Triple Point’s Rosalind Hudson looks at how advisers can tailor communications across generations to improve trust and retention
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Two FCA papers, one direction of travel: The hidden link between Mills Review and CP26/10
The documents may seem unrelated, but together they suggest AI could simplify compliance, argues Jack Allington of Marloo
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The lesson value just taught investors
Sparrows Capital CIO Raymond Backreedy looks the recent resurgence of value investing and why maintaining a broad investment strategy is vital
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Tyndall’s Clunie: Does government overspending matter?
Investors may have more to gain from government deficits than they think