Robert Vaudry: Futureproofing CIPs for success

Centralised investment propositions (CIPs) play a key role in delivering investment solutions for advised clients, with 88% of firms now using them. Yet according to research we commissioned from the lang cat among more than 100 advice professionals, CIPs are becoming increasingly difficult to manage, particularly when firms grow. Among the key findings was that 97% of respondents think CIPs are close to reaching a tipping point, where too many clients and portfolios make them unworkable. It also found that, on average, firms spend 71 days per year operating their CIP and highlight...