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
Structured product returns fall in 2020 despite continued success
Almost three-quarters generated positive returns
Quilter adviser jobs at risk as firm moves towards self-employed model
Integration of Charles Derby and Lighthouse
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
Which firms made the shortlist?
Failed Liberty SIPP racks up almost 1,700 FSCS claims
Entered administration in April 2020
Hargreaves Lansdown introduces tiered fee structure to utilise economies of scale
Cuts fees across multi-manager range
