This is our latest Development Zone - for all advisers thinking about the competing attractions of in house solutions, model portfolios, external DFMs and other ways to best create and manage your client investment solutions.
The important point is that no matter how you organise your investment solutions the accountability rests with the adviser practice. The regulator is ever more concerned to see the due diligence carried out by advisers and this applies equally whether client portfolios are constructed in house or delegated to an external DFM.
This document from Clever Adviser Technology Ltd, in association with two Professors of Finance at Cass Business School, gives a good outline of the issues involved.Read
Take a look at this brief blog on Behavioural Finance - an excellent non-technical starter piece on this important subject.Read
We work with Clever Adviser Technology Ltd, who have long experience of helping advisers develop sustained investment success for their clients. Their robust approach to creating and managing investment portfolios is supported by two Professors of Finance at Cass Business School. If you are open to ideas on new ways to create portfolios whilst retaining control within your adviser practice, then a brief demo might be a good place to start.Book a demo now
I've never known an investment process to be so popular with clients
We thought we were already ahead of the curve on quality of proposition and value for money - but Clever Adviser Technology took us to a new level
Now we use Clever client retention is not in question - we can focus on broader financial planning, client service and winning new clients
Clever have helped me transform the investment side of my business
The Clever proposition in four minutes
This consumer orientated film is a simple, compelling way to introduce your clients to the Clever approach to investments. Worth a look, now