Parmenion
Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
Parmenion integrates data tools to improve adviser reporting
Fastrak and FINIO will give advisers access to data about their clients’ investments
IFAs need to be better at promoting the value of retirement advice
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
Parmenion adds Iboss portfolios to adviser platform
This includes 32 models spanning a range of risk grades
Best Practice | 16 Nov 22
Consumer Duty to force wealth firms to rethink business models
While white paper says the regulation will bring adviser-platform relationship closer