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...
Acquisition makes firm the UK's second-largest retail fund manager
Lane Clark & Peacock partner Steve Webb has called on the treasury to relax rules which could act as a barrier to people aiming to rebuild their pension pots when the Covid-19 crisis is over.
Market volatility means inaccurate CETVs
Adds £60m of assets
Up to £2,500 a month