Simplify: Should financial advisers embrace AI?
Just 6% of IFAs currently use AI tools in their services to clients, according to data from Opinium
Author: PA Adviser
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FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott
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Three New Year’s resolutions the FCA may like to crack in 2025
Regulator likely to focus on three key areas, writes Sparrows Capital’s David Ogden
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Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year, writes Lipper’s Dewi John
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30 Years of VCTs: A legacy of supporting UK growth
VCTA’s Chris Lewis looks at how VCTs have delivered on their promise since launch in 1995
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Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
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The asset allocator diary: Ben Gilbert
A week in the life of Ben Gilbert, MPS portfolio manager at Sarasin & Partners
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Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
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Capitalising on UK growth: The enduring appeal of VCTs for investors
Triple Point’s Diana French argues the case for holding VCTs as part of a well diversified portfolio
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The asset allocator diary: Fabiana Fedeli
A week in the life of Fabiana Fedeli, CIO equities, multi asset and sustainability, M&G Investments
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Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
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What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year