Daniel Kiernan, director of Intelligent Partnership, explains the case for including some directly held tangible assets in your clients' portfolios.
Many IFAs are concerned about using directly held esoteric or alternative investments in their clients' portfolios. They are regarded as unconventional and the investment structures are often not regulated...
PA360 North revisited
Partner Insight: Introducing the Architas education series for clients.
Market becoming more accessible
For smaller and medium firms
'There will be more consolidation'
Fee-based revenue fell 13%