Let somebody else take the risk

Professional Adviser

Nick McBreen, independent financial adviser with Worldwide Financial Planning, looks at the benefits of outsourced multimanager investments and how it affects adviser-client relations.

It seems not that long ago that advising clients on investment followed a well-trodden and proven path, starting with a solid and thorough fact-find, moving on to agreement of objectives and attitude to risk, researching the jungle of the investment marketplace and designing and presenting the right solution for the client. It has never been an “easy job - if it was then everyone would be doing it - but the skilled practitioner working with the client should arrive at a portfolio which delivers what the client requires. How things have changed. Today’s investment IFA has so many optio...

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