Mark Rockliffe, head of intermediary sales at Heartwood, reveals why bespoke portfolios are not always the best solution for your clients.
One of the most common shouts from the discretionary fund management (DFM) industry in the build-up to Retail Distribution Review (RDR) has been an emphasis on the benefits of bespoke portfolio management....
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Lack of innovation for solutions
Some 2,000 consumers affected
Achievements, charity work and other happy snippets