Aimed at financial advisers and asset managers, the research benchmarks 67 fund families/ ranges consisting of 308 individual funds from 46 asset managers with a total of £84 billion clients’ assets.
Specifically designed to support advisers' investment process, the guide addresses key issues that are central suitability, client outcomes and the intergrity of risk profilling/portfolio matching, with serious implications for advisers and asset manager.
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Content intended for financial advisers and professionals only.