Scottish Mortgage’s Ben James: Three headwinds turning into tailwinds for our portfolio
Why better times are coming for the trust
Why better times are coming for the trust
Available to financial planning firms in white labelled form
Sources single strategy fund holding data directly from fund providers
Allowing all client information and valuation data to automatically pull through to different processes
‘Essential to maintain a balance’
It is ‘a challenge to be reckoned with’
Women are an ‘underserved and untapped segment’ in the wealth management industry
It ‘remains the preferred measure of risk’
‘Most advisers look after a certain quantity of the population’
But it wants to work together with industry to ‘rebuild trust and confidence’
Which will support advisers in meeting Consumer Duty requirements
Insurance company makes c-suite change, as asset manager names CEO of Italy and Austria