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...
Paul Bruns and Elaine Parkes
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Record numbers of people aged 90 plus
From 3 to 10 October