Wealth manager Q&A with Matt Sharp: ‘AI is the next game changer’
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
RDR
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Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Brooks Macdonald’s Shepherd: So clients live their best lives
Brooks Macdonald CEO discusses ensuring consistent investment outcomes, the value of peace of mind, the advice gap and the importance of identifying vulnerable clients
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LGIM’s Crossley on the firm’s biggest challenges, five-year goals and the evolution of index funds
The head of UK wholesale speaks about being ‘more than an index house’ and addresses property fund scrutiny
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Richard Caldicott: ‘It’s client first, every time’
Hargreaves Lansdown’s financial advice & guidance director on making finance and investment more accessible, inclusive and engaging for clients
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Succession’s Andrew Barker: ‘Change brings opportunity’
Director of proposition on recognising the value wealth management can bring to clients and the importance of keeping an open mind
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Ben Goss: The call of (consumer) duty
Dynamic Planner CEO on the potential benefits of the looming legislation and tech’s role in aligning asset managers, advisers and end-investors
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FCA finds just 8% of Brits receive financial advice in RDR review
But regulator concludes advice market is moving in the right direction
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Value assessments expose ‘scandalous’ inaction over investors in legacy share classes
More than £184bn of UK investor money was languishing in pre-RDR share classes last November
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Hargreaves and Aegon hopeful RDR review will close advice gap
There has been ‘disappointingly little practical change’ since regulatory regimes were introduced
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Myfolio streamlines in post-RDR landscape littered with choice
Aberdeen Standard plans to merge away quarter of funds in its £12bn range
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Bundled share classes see ‘modest fee trimming’ post-RDR
Legacy assets in certain active fixed income funds have seen fees rise 20%
