Lowes Financial Management has launched a portfolio analysis tool for users of its client-facing website CompareStructuredProducts.com.
SP-Perspective is designed to give users of the site a comprehensive overview of products invested in via the comparison site as well as the ability to add legacy investments dating back to 2006. The...
Free for advisers
‘Too good to be true?’
A contract, not an asset class
Sector is changing
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
Staff can come in if they wish
Two-day remote learning sessions