PortfolioMetrix has published a white paper that addresses questions financial advisers should consider about central investment propositions (CIPs) and the impact they could have on a business.
The paper - Winds of Change: Centralised Investment Propositions and Why Your Business Needs One - includes information on the definition of a CIP, an overview of the CIP options available, what to look...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation