Peter Jordan explains why the need to accurately match investment advice to a client’s attitude to risk is driving opportunities to consolidate client assets.
Compliantly reviewing with-profits funds – is it rocket science? With the right support there are many opportunities for quality advice to help clients find a successful outcome.
Every financial adviser who builds up their own business wants to know they are creating a prized asset. Jasper Berens assesses the attributes that matter to embed long-term value into your business.
Nils Bolmstrand was recently appointed chief executive officer of Skandia Investment Group (SIG), having been part of the original team that formed SIG in October 2007.
Chris White assesses the impact of the financial crisis on UK equity income investing and gives details of where he believes the opportunities now lie.