Asset allocation will be the focus of Cofunds' summer platform conference which kicks-off in Harrogate on 9 June.
The conference will provide advisers with the latest tips on the role of asset allocation in portfolio planning and IFAs can also attend a workshop run by Distribution Technology. Key speakers include OBSR's Gillian Hutchison, who will analyse current market trends, and Tony Wickenden from Technical Connection who will explore the post-election tax opportunities for advisers and their clients. Cofunds says finding the most appropriate asset allocation to meet a client's investment goal is a key concern for many advisers, whether using a top-down or bottom-up approach. "Advisers kno...
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