Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts
Author: PA Adviser
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Why we simply can’t lose the value of human relationships in ongoing advice
The industry and government need to collaborate to design a human-centric advice model, argues Simplify’s Carl Woodward
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Avoiding the constraints of both kinds of single-asset investors
Alec Cutler of Orbis explains his multi-asset strategy
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How derivatives can offer protection from unpredictable markets
Jack Roberts, a fund manager at Atlantic House Investments, makes the case
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Money talks: Keeping it in the family
Morningstar Wealth’s Ben Lester encourages greater communication when it comes to intergenerational financial planning
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How AI can enhance investment strategies
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers
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The asset allocator diary: John Husselbee
A week in the life of John Husselbee, head of multi-asset at Liontrust, week commencing 13 May
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Robin Powell: Nobody has a retirement number
Estimating the cost of retirement is ‘fiendishly complex’
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Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
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Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
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The tailwinds for Aim
RC Brown’s Oliver Brown on why now could be an attractive entry point to the junior market for investors with a long-term outlook
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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’