PROD rules are driving advisers to take a client segmentation approach to platform selection - so, asks Tom Ellis, can businesses kill two birds with one stone by getting in step with the regulation?
The Financial Conduct Authority (FCA) believes the time and resource advisers spend on the suitability process when moving clients from one platform to another is excessive. It said as much in its platform...
Square Mile’s series of informal interviews
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
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