Many advisers now 'at a crossroads' on CIPs - PortfolioMetrix

New white paper published

"From the discussions we have with advisers, it is clear many are at something of a crossroads in deciding which way to go" - PortfolioMetrix's Mike Roberts
"From the discussions we have with advisers, it is clear many are at something of a crossroads in deciding which way to go" - PortfolioMetrix's Mike Roberts
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PortfolioMetrix has published a white paper that addresses questions financial advisers should consider about central investment propositions (CIPs) and the impact they could have on a business.

The paper - Winds of Change: Centralised Investment Propositions and Why Your Business Needs One - includes information on the definition of a CIP, an overview of the CIP options available, what to look...

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