DFMs and asset managers are all guilty of pushing the same investment strategies to advisers when more nuanced solutions could be more beneficial, Copia's Henry Cobbe told PA360 North delegates on Wednesday.
The conference's decumulation panel debate - made up of Thesis AM head of marketing Lawrence Cook, Copia Capital Management head Henry Cobbe and CTC Software chairman Nigel Chambers - had a lively back-and-forth...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till