How advice clients can avoid a huge Trump-sized mistake
Investors could do more harm than good by chopping and changing their portfolio, says Sparrows Capital CIO Raymond Backreedy
Risk
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ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated
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Dynamic Planner adds Aubrey Citadel Fund
Part of a £65m strategy managed by Jon Gumpel
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SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
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Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
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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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‘Value for money’ delivery by advisers on the rise
Advisers and clients agree that ‘accessibility is paramount’
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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Women could add $3.22trn to markets in ‘wealth boom’ – if the industry wasn’t complacent
Female investors could up financial service revenues by $700bn, but wealth managers are overlooking this untapped demographic
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BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board
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Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice