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
Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
Middle East | 22 Nov 23
Middle East wealth managers’ focus turns to next generation
Interest grows in ESG, digital access and domestic structuring