One thing financial advisers are not short of when it comes to building investment propositions is choice. But you can have too much of a good thing. And then MiFID II came along, and PROD and it all got a bit tricky.
ADVISER INVESTMENT STRATEGIES: THE HOW, NOT THE WHAT sees the lang cat take matter in, erm, paw. It looks at adviser behaviour (based on our own research), the investment options available and how advisers can construct their investment proposition whilst staying on the correct side of the regulations.
This paper is free to download, thanks to Premier Asset Management sponsoring the work. There is naturally a commercial motivation in doing so but Premier also sees the value in unbiased, free-to-access information to help advisers make informed decisions. We also thank Premier for playing so nicely by the rules we always set for this kind of work.