Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
Consumer Duty
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus that a portfolio split between public equities and bonds is no longer enough in today’s markets
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IFA M&A boom expected to continue
Underpinned by regulatory pressures and retirements
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PFS consolidates tools to help advisers with Consumer Duty
Regulatory environment is ‘characterised by heightened scrutiny and challenge’
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Diversification: The cornerstone of resilient multi-asset portfolios
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf
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Evelyn Partners to put on MPS roadshow for advisers
Seven stops spread around the country taking place in May and June this year
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the mag seven and MPS wobbles, and tax changes are introduced, many believe now is the time for multi-asset funds to shine
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Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
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Treasury AI in financial services inquiry ‘an opportunity’ for advisers
Provision of financial advice is already being impacted by AI
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The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
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P1 Investment Services launches ‘all-in-one’ adviser portal
Tackles the ‘massive problem’ of siloed data across multiple systems
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‘Value for money’ delivery by advisers on the rise
Advisers and clients agree that ‘accessibility is paramount’