We liked these articles as they focus on the rapidly changing Adviser role.

IFA Online: Who is Concentrating on Risk Exposure

FTAdviser:  Adviser’s Responsibility For Investment Suitability

We think that the future lies with the Adviser that fills the gap between the client and their investment manager by taking responsibility for investment suitability and strategic asset allocation. What do you think?

 

Keith Reid
Keith Reid
Keith’s training as an accountant and auditor has emphasized the importance of evidence in all good decision making process. The ability to monitor management processes effectively is a key to making the most of business opportunities. Both Keith and Gerry believe that this priority for capital preservation is the common principle that sets the framework for any sound investment strategy or business model.