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Ferdi Van Heerden: "The world is very different to what it was a mere two years ago, and it is great to see advisers adapt by turning to specialists to navigate a more challenging climate."
Almost all (97%) financial advisers have either updated their centralised investment propositions (CIP) in the last 12 months or plan to, according to research from Momentum Global Investment Management.
For those advisers that either updated their CIP or expect to shortly, the impact of the Covid-19 pandemic (66%) and Brexit (45%), were cited as the core drivers for reassessing their proposition. ...
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