Portfolio management through the advice lens
There are good reasons why major licensees build managed accounts into their offering – something made clear by Infous CIO Jeff Mitchell and Akambo CIO, Chris Willaton.
There are good reasons why major licensees build managed accounts into their offering – something made clear by Infous CIO Jeff Mitchell and Akambo CIO, Chris Willaton.
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Imagine if we had "Bank Aligned Adviser" But apparently this is different...... I wonder if they take the IFS Trusted…
So is this a different animal to "Qualified Adviser" ? Did we ever find out who thought of the name…
How about we given them a correct designation as GDJ (Glorified Desk Jockey)
So! Who makes the decision on a “trusted” adviser ? What qualifications do you need? Why mother about obtaining a…
How do you become a IFS Trusted Adviser? integrated selling???