Month: November 2016

What ‘should’ your client portfolios be ?

With increasing penalties and fines being issued by regulators for advice firms not actually providing advice for the fees that they have charged their clients, there is increasing focus on what is required to be done to demonstrate ongoing advice for ongoing fees to investors. One part of the discussion around this is firms considering…
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Accountants and Advisers – The new Investments Proposition

There are two trends that are becoming increasingly prominent across wealth management and investing, and neither is showing any sign of slow down. These are: Investment solutions are to be more about the client than about the product Costs and margin pressure on the provision of everything but the ‘human to human’ interaction, ie the…
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