Morningstar: There’s no finish line in sight for Consumer Duty
The race for Consumer Duty has only just begun, writes Morningstar’s Steve Owen
Best Practice | 31 Jan 24
Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
Best Practice | 17 Jan 24
Revealed: All the winners of the IA Best Practice Adviser Awards
Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?
Best Practice | 8 Jan 24
What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year