Investment, asset allocation, portfolio management ' how much does the general practitioner adviser ...
Investment, asset allocation, portfolio management ' how much does the general practitioner adviser need to know about investment and what skills does he/she require to serve clients with money to invest in Isas and investment products? Where should the line be drawn between generalist and specialist? The FSA, with the Financial Services National Training Organisation (FSNTO), is conducting a series of round-table discussions with intermediaries around the country to ascertain the levels of competence financial advisers should generally have in the interests of customer protection. It ha...
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