The quality of an investment advice process is not only about the quality of its components, explains Rick Eling, it is also about how those components connect and flow together
Imagine an advice firm with an investment process built from the best possible parts - a perfect risk-profiler that never, ever misaligns clients; a clear, accurate and investable benchmark set expressed...
EIS and Seed EIS sectors
'Truly making a difference'
Avoidance, evasion and non-compliance
From 6 April 2019