Routine way of blending multi asset funds keeps biases impacting returns
Intermediaries are facing “unintended consequences” by blending multi asset funds together using only a past performance-based approach, according to Scopic…
What’s an insurance copilot?
Last February, Microsoft rolled out Copilot, an artificial intelligence assistant that can write poems and code. But what exactly is…
AI and advice: The beginning of a beautiful friendship?
Is AI revolutionising financial planning? With artificial intelligence (AI) dating back to the 1950s, the technology is nothing new in…
Is advice really all just about money at the end of the day?
A look at whether the most money possible is all clients care about Hope Coumbe delves into an adviser’s recent…
Attractive yields but narrow spreads: The credit dilemma
By: Arif Husain, Head of International Fixed Income and Chief Investment Investment Officer, TRowePrice Even after the late-year “Santa” rally,…
Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice Consultancy Nextwealth has identified five significant shifts in the financial…
Platforms call for UK government to resist launching ‘retrograde’ British ISAs
Institutional investors urged to play a more proactive role in boosting the UK stock market A British ISA could create…
Half of Europe’s wealth managers ‘dissatisfied’ with their tech systems
Wealth managers view their current technology systems as outdated Wealth managers are either dissatisfied with or indifferent to their current…
Active investing is once again attractive to US pension funds
In 2023, passive fund net assets eclipsed those in active funds for the first time ever Passive investing has been…
Fintech should empower advisers, not overpower them
Andrew Goodwin continues his columns for Professional Adviser with a look at the world of adviser tech and argues its…
