Gain insights into topical issues through our wide range of CPD-accredited publications.
A Guide to Platforms - 2013
Our 2013 guide to platforms provides a detailed breakdown of the steps advisers should take to ensure a thorough and robust platform selection process. It also contains a checklist for testing the suitability of potential provider partners.
A Guide to Managed Portfolio Services
The last five years has seen a significant increase in advisers outsourcing investment, with Managed Portfolio Services emerging as the discretionary solution of choice. This guide will help advisers familiarise themselves with the market, carry out thorough due diligence and effectively position MPS solutions.
A Guide to Annuity Partner Selection
Our guide to annuity partner selection highlights opportunities that are emerging for advisers in this sector and contains detailed insight on how to establish an effective approach to secure excellent customer outcomes from the annuity provider selection process.
Inside Structured Products - Case Study
The popularity of structured products has grown in recent years as these investments take a more prominent role in client portfolios. This free case study illustrates the potential benefits of using structured products and also how they may blend with other investments.
Opportunities in Protection Post-PPI - Insight Paper
This paper examines the opportunities for advisers in the standalone protection market, created in the wake of the payment protection insurance super-complaint.