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Risk targeted funds

Aviva Investors - Risk-targeted funds

By employing the services of specialist investment managers, advisers can attempt to ensure clients are at all times taking an appropriate amount of risk in order to maximise the chances of their investment goals being met.

Feb 14, 2017


Doing Right by your clients: PFS

There is now an overwhelming choice of increasingly sophisticated investment solutions and it is no mean feat for advisers to choose the blend that has the best chance of matching each clients needs, in a cost effective way.

Feb 14, 2017


Things that make you go ‘wow!’: The Lang Cat

One of the big shifts in adviser practise over recent years has been to the notion of a centralised investment proposition, usually delivered to clients via the use of model portfolios on platform. That’s all well and good for accumulation, what about withdrawals?

Feb 14, 2017

model portfolios

Model portfolios and your centralised investment proposition

Model portfolios can be a real asset in helping to ensure a consistent approach in investment advice.

Feb 14, 2017

Stop gesture

DFM due diligence for advisers: AKG

In a market experiencing great change, due diligence will increase in importance and is something which needs to be done when first identifying and selecting DFM partners and then revisited on a regular basis.

Feb 14, 2017

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WA03385 03/2017