Discover the ways advisers are using active management to prepare their clients for this new turbulent market environment.
Actively honouring the advice promise to clients through turbulent markets
This exclusive report, developed in collaboration with leading financial advice platform Ensombl, uses a plethora of market data combined with the insights from six experienced and successful financial advisers – representing more than 700 clients.
We explore how clients are being prepared for this new turbulent market environment, and why advisers and clients alike are looking for the ‘safe hands on the wheel’ that effective active investment management can provide.
Whether you’re a veteran adviser or are just building your business, this report is designed to help you create a more sustainable advice business and improve the service you deliver to your clients,
Safe Hands On The Wheel Research Paper
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