Gain insights into topical issues through our wide range of CPD-accredited publications.
Establishing End-to-End Wealth Management Processes - Case Study
Our case study on establishing end-to-end wealth management processes examines why advisers are re-appraising their approach to financial planning and investment management, and looks at how third party solutions can support this.
Income Drawdown - Case Study
The prospect of a longer-lasting retirement means that people are thinking differently about income solutions. Income drawdown may be a viable option for many. This case study will help advisers understand key issues around drawdown suitability, pension legislation, regulation, and economic and longevity trends.
Discretionary Managed Portfolio Services - Case Study - 2013
Our case study on discretionary Managed Portfolio Services provides a valuable benchmark for advisers undertaking due diligence on any discretionary proposition.
A Guide to Retirement Income
Recent product development in the retirement income market, combined with an ageing population, highlights the emerging opportunities for financial advisers in this area. A strong grasp of the key issues relating to retirement income planning - discussed and analysed in this guide - will help advisers deliver real value to their clients.
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.