A centralised investment proposition is overwhelmingly now the most popular choice for an advice firm's investment construction, according to the lang cat's wide-ranging survey of 235 financial businesses.
The consultant's research, seen exclusively by Professional Adviser, found almost nine in 10 (86%) adviser firms now use a centralised investment proposition (CIP). And, of that 86%, almost half run...
Regular reminders and updates
9 December 2019 deadline
Joe McDonnell joins as head of portfolio solutions (EMEA)
Adviser of the Year - South East
Fidelity Multi Asset CIO's outlook