Charlotte Richards discovers how keeping control of the investment function can benefit you and your clients.
In 2004, the late Steve Jobs, co-founder and former chief executive of technology giant Apple said: “I’ve always wanted to own and control the primary technology in everything we do.” For advisers wishing to remain independent post RDR, this quote could not be more relevant. Jobs’ philosophy was to remain in total control of the design, software and hardware of his products rather than outsource to other third party companies. Should independent advisers apply the same mantra when it comes to making investment decisions for their clients? In recent years, the industry has witnessed...
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