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
Author: PA Adviser
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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
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Middle East wealth managers’ focus turns to next generation
Interest grows in ESG, digital access and domestic structuring
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The Strength to Deliver
Utmost Wealth Solutions is a leading global provider of life assurance-based wealth solutions.
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IFA consolidator boosts firepower with private equity link-up
MWA Financial leadership team looks to ‘accelerate growth’