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
More news
M&G Wealth hires recruitment and acquisition director
Looking to triple size of advice business
Mattioli Woods buys Pole Arnold Financial Management for initial £4m
Latest acquisition expands presence in Leicester and London
Columbia Threadneedle acquires BMO EMEA asset management business
Ameriprise Financial strikes £615m deal
Administrator to top adviser: Ann-Marie Atkins' journey up the ladder
Challenging embedded thinking
Nominations open for Women in Financial Advice Awards 2021
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