With the variety of products and providers on the market more vast than ever, is the design of wraps and platforms still adequate for the needs of today's investor?
Platforms and wraps were originally designed to make IFAs' lives easier, yet with more products and product providers in the market than ever before, is this really the case? And are IFAs satisfied with the current services provided? The Defaqto Investment Service Report 2008 reveals the satisfaction levels of IFAs operating in the UK investment market, primarily focusing on collective purchase via platforms and investment bonds from life assurance companies. It aims to categorise 'high-level service issues and trends' across the industry and to compare the performance of the leading prod...
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