The asset allocator diary: Simon Evan-Cook
A week in the life of Simon Evan-Cook, fund manager of VT Downing Fox Funds
Author: PA Adviser
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The asset allocator diary: David Lewis
A week in the life of David Lewis, investment manager, Merlin Funds at Jupiter
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Trump tariffs: A looming disaster for the global economy?
Ahead of today’s election, SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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Boxing clever: Alpha generation versus downside protection
Smera Ashraf, head of global wealth – UK at Aviva Investors weighs in on the balancing act
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The asset allocator diary: Chris Robinson
A week in the life of Chris Robinson, MPS investment director at Premier Miton, week commencing 14 October
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Why client outcomes and independence should be focus of FCA advice consolidation review
Both areas need appropriate attention from the regulator, writes Sparrows Capital’s David Ogden
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BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board
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WTW’s Gray: How to strike a balance between concentration and diversification
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’
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How behavioural analysis can help firms with Consumer Duty reporting
Simplify Consulting’s Nina Cherry looks at how behavioural analysis can support firms in evidencing and complying with the regulation
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Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice