Unfortunately, argues Abraham Okusanya, the three areas where advisers tend to falter running investment portfolios are the same areas where they can demonstrably add value...
There are a plethora of services offering to help advisers with fund research and asset allocation. The likes of FE, Morningstar/OBSR and RSM have developed offerings that aim to take away from advisers the burden of fund research. Advisers simply buy intellectual property from these providers and are then responsible for implementing the portfolios within their own practice. However, as advisers are increasingly finding, the real challenge in running centralised investment propositions isn't so much the fund selection and asset allocation, but the practicalities of implementing and r...
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