Prod
Best Practice | 6 Dec 19
Getting to grips with Prod
Weighing up a centralised investment proposition against a discretionary-based service
Advisers struggle to find time to source new clients
As regulation hamstrings their ability to grow their businesses
Best Practice | 2 Dec 19
Prodding your centralised investment proposition
To help clients feel empowered to make decisions and feel comfortable taking risks
Fund toolkits will provide ‘consistency’ for advisers
Prod, global trend investing and 10th anniversary celebrations on the agenda at Feifa conference