Chris Mayo, investment director at Wellian Investment Solutions, examines the factors to consider when deciding whether model portfolios are right for your clients
By its very nature, a model portfolio must set down its process, financial objective, strategic asset allocation, the nature of its individual holdings and, in most cases, a relevant benchmark. The...
That Friday feeling
Company decision making is rarely rational
Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.
Bill debated in Parliament
Follows HMRC ruling
Wealth manager with advice arm
Following December ruling
In this piece Charlie Morris delves into the historical links between inflation and gold, putting forward the case for investing in the shiny stuff