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
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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Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
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CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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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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The head of UK wholesale speaks about being ‘more than an index house’ and addresses property fund scrutiny
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Hargreaves Lansdown’s financial advice & guidance director on making finance and investment more accessible, inclusive and engaging for clients
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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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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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But regulator concludes advice market is moving in the right direction
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More than £184bn of UK investor money was languishing in pre-RDR share classes last November
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There has been ‘disappointingly little practical change’ since regulatory regimes were introduced
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Aberdeen Standard plans to merge away quarter of funds in its £12bn range
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