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
opinion
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SJP’s Justin Onuekwusi: Fishing for fat tails
The CIO looks at how investors can navigate an investment environment of extremes as new governments globally get to work
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Cohen and Steers: FOMO, reversals of fortune and opportunity in real assets
Vince Childers and Jeffrey Palma discuss avoiding the hindsight trap in portfolio allocations
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Simplify: Should financial advisers embrace AI?
Just 6% of IFAs currently use AI tools in their services to clients, according to data from Opinium
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’
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Pound cost averaging: The ninth wonder of the world
Eric Burns, lead manager of the SDL Free Spirit fund, makes the case for UK equities
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Regulation now makes crypto a viable asset class
Matteo Dante Perruccio, senior adviser at 3iQ, on crypto’s entry into the asset management industry
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Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”
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Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains