The question of adviser charging has never been more prominent as the Retail Distribution Review, which we talked about last month, gets ever nearer.
With this in mind I was asked by Financial Planner Magazine to provide advice to my peers on how to select investment funds that offer good value to clients. Click the link below to read page 2 of the full article and why I feel it’s important to keep costs low and how we do this using an academically-proven approach to fund selection. . . .

Financial Planner Article July2012

Send to a friend: