Advisers were asked how to narrow the gap between those who need advice and those who can afford it. Their answers revealed an enterprising ruthlessness in their business that is rarely talked about in the open...
(If you just want to read the anonymous quotes from the event, scroll down. For my take on what was said, keep reading.) Maybe I'm more naïve than I thought. But I was pretty shocked by what I heard...
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PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client