PROD and financial advice: Making the methodology work for your clients

Three-part series

PROD and financial advice: Making the methodology work for your clients

In the first article of a three-part series, PortfolioMetrix explored why PROD was introduced and what the experts think. The second article, based on the firm’s upcoming white paper, looks at some thoughts from financial advisers and how it recommends PROD can be adhered to …

As we all know, the problem with regulation is that there is often a large disconnect between the theory behind implementation and the practicalities of embedding it in your day to day business. So...

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