Story also explains the top challenges facings advisers in the region and why they should be using passive investments as a core part of their portfolios.
Please click on the video to listen to his views.
Advisers working in the Middle East can no longer afford to be a “one-trick pony”, says Phil Story, SEO and head of distribution for EMEA at Investors Trust Assurance, as he urges them to focus on “holistic financial planning” to boost their income stream.
MORE ARTICLES ON
TIME hires from Octopus
Fixed income funds also shed record amounts of cash during August and September
Third month in a row of overall inflows
Aiming to bring more former sport pros into the advice industry
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
Removing IHT relief from AIM likely to result in significant volatility