Blog: When should you shift to a wrap?

This is a question I’ve been asked weekly since July 2003. It’s one where the answer is not easy and always requires some jargon-busting and professional conflict management. Like any good examination essay I should really define what I think the question is. I believe IFAs, wealth managers and financial planners are asking me a profound and genuine question. Some may assume that just by asking the question they are suggesting their current supermarket or wrap platform partner is currently a poor one, but I don’t think that is the case. Let’s first work out an acceptable definition of...