Advisers need to make a bigger distinction between risk averse and capital return seeking clients now because low-risk options aren’t giving 3 to 5 per cent returns, a panel has…
The Professional Planner Researcher Forum is a full-day event designed specifically for senior research professionals.
The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.
Connecting with colleagues and trying to have useful andShane BreretonMercer
constructive conversations that everyone benefits from.
The fact that the conference is open only to researchers and consultants,Rebecca JacquesMercer
which ensures that we can openly talk through the challenges and
opportunities going forward for this segment of the market.
Chance to hear points of view on current issuesToby PotterPhilo Capital Advisors
The most relevant event of the year for me.Andrea TheouliMadison Financial Group