Up to seven events to be scheduled for 2017
Royal London-owned wrap Ascentric is running half day RDR Workshops for firms which have transitioned to the Retail Distribution Review (RDR) or are in the process of doing so.
Novia has added Arjent's multi-asset portfolios to the wrap in an expansion of its discretionary manager offering.
Sunday Times economics editor David Smith will join fund managers including Henderson Global Investors' Bill McQuaker to tackle the concept of investing in volatile markets at an upcoming industry forum.
- What client segment or segments will you serve? HNWIs, mass affluent or the mass market?