PA360 North: 'We're all guilty of pushing the same strategies to advisers'
Decumulation panel debate
Henry Cobbe: "Five risk profiles, the same basic risk allocations, yawn, yawn, yawn. It's the same stuff - everyone is pushing the same stuff."
DFMs and asset managers are all guilty of pushing the same investment strategies to advisers when more nuanced solutions could be more beneficial, Copia's Henry Cobbe told PA360 North delegates on Wednesday.
The conference's decumulation panel debate - made up of Thesis AM head of marketing Lawrence Cook, Copia Capital Management head Henry Cobbe and CTC Software chairman Nigel Chambers - had a lively back-and-forth...
More on Retirement
Charlie Nunn appointed as Lloyds Banking Group CEO
Replaces António Horta-Osório
Morningstar IM launches range of multi-asset funds
Blending active and passive strategies
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice
Schroders 'faces headwinds'
Neil Birrell: Why it pays to tell the whole story on fund performance
Beginning, middle and end
Back to Top
More news
Former PFS president joins Plan Works
Expansion plans
Raymond James opens new branch in London
Headed by Simon Monk
Quilter completes second migration of £45bn assets to new OMW platform
2,000 advice firms shifted
Lawrence Cook: Whose client is it anyway?
Building a brand
Curtis Banks hikes SIPP charges for 'better balance between fee income and interest income'
'Better balance between fee and interest income'
