CIP

'The modern adviser requires a holistic approach'

Do I need a retirement proposition as well as an investment proposition?

'Another nail in the coffin for in-house portfolios'

Focus on cost transparency and client value for money

Expansion of platform is set to include five portfolio ranges

Risk remaining with adviser over DFM also a concern for IFAs

‘Progress not perfection’

Close to a tipping point

Logical and practical methodology

‘Generation DC’