Investment key to assess vertical integration value - Mark Polson

Need to ensure ‘customer-first’ propositions

Victoria McKeever
clock • 2 min read

Investment propositions are key to assessing value for clients in vertically integrated advice businesses, the lang cat principal Mark Polson has said.

Polson (pictured) was speaking at the AJ Bell Multi-Asset Summit on the trend of vertical integration in financial advice. "This is one of the major themes happening in the advice market but my area of interest is what levers these companies can pull and what does it look like for their customers," he said.   One of the best places to assess the impact of vertical integration on clients, said Polson, was by looking at the investment solutions sitting underneath these structures. The investment propositions that sit under these structures, he explained, were talked about in light of...

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