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...
Replaces António Horta-Osório
Blending active and passive strategies
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice
Schroders 'faces headwinds'
Beginning, middle and end
Headed by Simon Monk
2,000 advice firms shifted
Building a brand
'Better balance between fee and interest income'