We need more advocates for financial advice
Morningstar Wealth’s Mark Sanderson argues the industry needs to do more to champion the impact of good advice
Author: PA Adviser
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Financial planning scenarios for VCTs
Triple Point’s Diana French provides some examples of how financial advisers are using VCTs in their regular financial planning
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Adrian Boulding: Are gilts a good-value fit for clients’ retirement income needs?
Unbroken 330-year track record of the British government never missing due interest or principal payments
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Rob Thorpe: What does the industry mean by ‘consistently’?
Distribution Alpha’s founder Rob Thorpe questions the focus of passive providers on ‘consistently’ in active management
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Planets aligned: The ingredients for a successful VCT investment
VCTA’s Chris Lewis and Pembroke VCT’s discuss their methodology for sourcing and evaluating investment opportunities
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Advisers need better products for decumulation
There is plenty of room for improvement, and also a need for a high level of innovation in the market, argues Robin Powell
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Morningstar: There’s no finish line in sight for Consumer Duty
The race for Consumer Duty has only just begun, writes Morningstar’s Steve Owen
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Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
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Revealed: All the winners of the IA Best Practice Adviser Awards
Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?
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What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth