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’
Author: PA Adviser
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Nedgroup’s Louis Hutchings: US small caps simply cannot be ignored
Louis Hutchings, portfolio manager at Nedgroup, on the enduring appeal
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Rob Thorpe: What is behind the dominance of MPS?
Service has experienced rapid growth over recent years compared to its fund of funds and multi-asset fund peers
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BNY Mellon’s Parkin: The changing nature of retirement advice
Richard Parkin, head of retirement at BNY Mellon IM, outlines how client relationships have evolved
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The asset allocator diary: James Sullivan
A week in the life of James Sullivan, head of Tyndall Partnerships, week commencing 15 April
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Bonds are back
Bond yields are looking significantly more attractive than they were in 2020, writes Morningstar Wealth’s Mark Preskett
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The asset allocator diary: Yoram Lustig
A week in the life of Yoram Lustig, head of multi-asset solutions EMEA & Latam at T Rowe Price, week commencing 18 March
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Retirement income advice – easier said than done
BNY Mellon’s Richard Parkin breaks down the FCA’s recent thematic review of retirement advice
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Bubble trouble: Is the stockmarket riding for a fall?
LGIM’s Emiel van den Heiligenberg weighs in on a key question
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Pensions dashboards: What we know (and don’t know) so far
AJ Bell’s Rachel Vahey runs the rule over everything you need to know about the upcoming pensions dashboards
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No bulls in the China shop?
Wellington’s John Mullins looks at the pros and cons of investing in Chinese equities
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Increasing investor engagement with personalised behavioural interventions
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors