Tied wealth manager St James’s Place has sent its advisers guidance on how best to describe its restricted service.
In an extensive Retail Distribution Review (RDR) briefing note seen by Investment Week's sister title IFAonline, the firm - the UK's largest adviser with £32.8bn of assets under management - tells advisers...
More guidance in August Inflation Report
Long-term growth potential is key
Positive return prospects for asset class
Valuation do not provide margin for error on downside
Too early to take a stance