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...
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...
Due diligence and selection
'A bit of smoke and mirrors'
Revisiting the portfolio debate
Looking to triple size of advice business
Latest acquisition expands presence in Leicester and London
Ameriprise Financial strikes £615m deal
Challenging embedded thinking
Nominate yourself, a peer or colleague