Rathbone financial adviser roadshows
Following the success of our 2016 roadshows we will again be hosting a series of regional seminars
With an overarching theme of delivering added value we will explore topics which will cover our 2017 investment market views through to IFA client segmentation models and client portfolio management the session also provides one and a half hours CPD.
Here is a brief outline of the topics we’ll be discussing:
Taking control: the return of active investing: Political shocks... disruptive technologies... the end of cheap money... a rising tide may lift all ships, but as the tide goes out will fortune favour the active? For managers with the appropriate resources and the discipline not to follow the herd, the next decade could be a new golden era for active investing.
The journey from A to C: Most IFA businesses have at their heart a client segmentation model which ensures a clear articulation of their services, costs and ultimately the value a client will receive. In this session we will focus on our newly launched Managed Portfolio Service, explain its position within an IFA client segmentation model.
Why 1 +1 = 3: There are a multitude of ways a good Discretionary Fund Manager can add value to your IFA proposition and therefore your clients' experiences. In this session we will highlight a number of services that all ensure the investment solution dovetails into your personalised advice.
To register, please click on a region and select an event nearest to you. Once you submit your details, you will receive an automated response confirming receipt of your registration.
Should you have any questions, please don’t hesitate to contact our intermediary services desk on: 020 7399 0399 or email DFMsales@rathbones.com