Month: September 2008

SMAs are Not Enough

Interesting article highlighting the lack of clarity between SMAs / Platforms etc. It would appear that this has begun to be a war of words rather than of service levels to clients. Limited investment choice By Vishal Teckchandani Mon 08 Sep 2008 Using SMAs alone to build client portfolios does not provide enough asset class…
Read more

Advisers shy away from main platforms

Fees, poor support to blame By Kate Kachor Mon 08 Sep 2008 A large number of financial advisers have stopped using one main platform in favour of many, new industry data has found.           A large proportion of financial planners have admitted to dropping given retail platforms in the last 12…
Read more

© 2022 Financial Simplicity