Insights

IFA Guides

Developing and managing a Centralised Investment Proposition

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A guide to MiFID II and how it impacts financial advice businesses

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A guide to the Product Intervention and Product Governance Sourcebook

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Seven proven ways to successfully grow your financial advice business

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Understand the adviser’s roles, responsibilities and suitability obligations

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A guide to help keep you safe from Ponzi schemes & pension scams

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Upcoming Webinars

On-Demand Webinars

Join our very own George Cliff as he talks you through one of the single biggest reasons why active funds under-perform their benchmark and how to use this to your advantage.

We uncover some uncomfortable but welcome truths:
• There are some great funds out there, genuinely delivering an active service. They’re just harder to find, and we show you how.
• Out-performance can be consistently achieved using the right process.
• How fund size and age can impair returns and influence manager behaviour.
• Why closet indexing and under-performance happen.

We hope you will join us as we unveil what could be the single biggest discovery of the last 10 years on how to generate real investment value for your active clients.