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A word of adviceBe it varying investment environments or ever new client circumstances, change is more than just a constant in advisers lives its their daily bread and butter. Author: Citywire
Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers lives its their daily bread and butter. 'A word of advice', a podcast series in association with Brooks Macdonald, gives a snapshot of everything thats on advisers minds these days, from catering to different investment needs to helping clients maintain their desired living standard in retirement. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Add some structure
Monday, 24 April, 2023
Structured products are overlooked and underrated, be it from a financial planning or a portfolio construction perspective. Rachael Marsden, senior investment director and head of structured products at Brooks Macdonald, believes it's time to give them the attention they deserve.
