Bluefin's head of strategic development Ian Shipway wonders how close IFAs are to calling themselves professionals?
'Profession or industry' was the title of an article I wrote in 2004 and, five years on, I thought it might be interesting to revisit the subject to see how things have developed in the intervening period....
To ensure creditworthiness assessments compliant
Avoid broad-brush strokes
Partner Insight: Introducing the Architas education series for clients.
Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today
Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...