Lawrence Cook: Developing your centralised investment proposition
PA360 2019 revisited
How a client is invested is just one, albeit very important, part of the equation, writes Lawrence Cook - the other being a CRP designed to lead to advice specific to the demands of decumulation
The very specific demands of decumulation can be quite varied and, as such, the advice to the client and the investment solution need to be plugged into that. The FCA's recent paper CP19/5 on Retirement...
More on DFM & Model Portfolios
Adrian Boulding: Managing decumulation journeys through Covid-19 market uncertainties
Adrian Boulding examines what’s happening in the world of investment advice at retirement and considers what the world might look like after the pandemic. Financial plans and strategies will need to be both recession-proof and tax-man proof, he writes...
RSMR launches DFM Academy for advisers
Due diligence and selection
Fraser Donaldson: How the financial adviser market uses DFMs
'A bit of smoke and mirrors'
Multi-asset versus simple passive portfolios: Could this bear market be the catalyst for change?
Revisiting the portfolio debate
DFM launches new low-cost model portfolio service for advisers
Fees 0.1% per annum or £20 per month
More news
SJP receives scathing open letter from shareholder criticising 'bloated organisational structure' and 'excessive pay'
Suggests reducing adviser operating expenses
Two-in-three DB sponsors issue profit warnings in 2020
90% relate to Covid-19
Tony Müdd: Why SJP acquired Future Proof and the benefits of signposting
‘Either write it or refer it. Do not ignore it’
FCA censures Aviva for 2018 misleading market announcement
Cost Aviva £7m
MP responds to adviser worries over sophisticated 'Prudential' scam
Contacted Minister for State and Security
