What's in a label? The benefits of co-branding

More than ever, advisers need to prove the value they add to an investor. For some, this marks quite a fundamental shift; for others, it is what they have done for a long time. There are several ways advisers can deliver but one service that we have heard to be of particular value to clients is the supply of regular updates that keep them informed on the performance of their investment and make sense of what is happening in the world of financial markets. However, this can be time-consuming and, particularly with regards to the market updates, requires specialist knowledge. As a resul...