As and when a market pullback occurs, advisers will need to be able to show they took some mitigating action, writes Brendan McCurdy, as he offers three tips on how to prepare client portfolios late in the cycle
As the market recovers, I have been making the first-quarter portfolio-review rounds with our IFA clients and there is a common question repeatedly raised: "What should we be doing to prepare our clients...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till