IFA, paraplanner, administrator: The perfect team, so says Capital Asset Management's Tony Yip.
Paraplanners play a key role in adviser firms up and down the country but, until now, their work has been mainly behind the scenes. However, the IFP's launch of a new paraplanner qualification this...
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...