Thematics AM CIO: Three top investment themes to target
Karen Kharmandarian spoke to PA Adviser at the 2024 Natixis investment conference
AI
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Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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PwC: Half of CEOs think their businesses will not survive the next decade
AI could make half of all business models redundant within 10 years
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Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
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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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60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
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Q&A with Simplify Consulting
As the firm gives an outlook on 2024
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Wealth manager partners with AI fintech firm
To build a scalable operating platform
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Future of IFA industry rests on ability to recruit and retain staff
A study by Canada Life has revealed
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Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven
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Two thirds of UK investors use AI for investment advice
But a blended approach between AI and human touch is still favoured