In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
Consumer Duty
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Regulatory outlook: Consumer Duty due diligence is a thorny problem
Two years on from implementation there are still issues with ensuring Consumer Duty is filtering down the distribution chain
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
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LTAFs and Consumer Duty are treading a precarious tightrope
Fund managers are playing a balancing act between simplicity and sophistication as they cater to both retail and institutional investors
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Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Wealth manager Q&A with Mark Ivory: Junk the jargon
Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy
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Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project
The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done
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Wealth manager Q&A with Dr Sarah Ruggins: Diversification discipline
Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-think
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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FCA’s call for input post-Consumer Duty nears deadline
Industry commentators have welcomed the FCA’s desire to seek feedback on how it can simplify retail conduct rules and guidance
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Wealth manager Q&A with Nji Lorimer: The human touch
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place