by Jennifer Mallett | 27 November 2020 | Bespoke, UK Financial Advisers
The Book of Stories 2.0 – a short cut to understanding families and their attitudes to money This week, Senior Analyst Jennifer Mallett discusses some of Platforum’s research into intergenerational financial planning that helped creates Charles Stanley’s...
by Jennifer Mallett | 19 June 2020 | UK Financial Advisers
Nearly two-thirds (62%) of adviser firms now have investment committees; and these play an increasingly important role in selecting investments, according to our latest research into adviser investment propositions. Many smaller firms have these committees, and among...
