Have ‘traditionally been cautious’ on specialist products
CISI and ACCA report identifies key threats
And are advisers over-reliant on yield?
As part of its wealth planning arm
Subsets of its whole-of-market tool launched last year
‘Frankly, it’s become quite desperate’
Perspective contract ends January 2026 but asset manager confident in AUM target
Although majority embed sustainable funds and ESG in processes