Last year, our “Time to Review Your CIP” campaign sparked great conversations with advisers about how their businesses have evolved and whether their CIP is still delivering what they need. But those conversations also raised a bigger question: if your current approach is no longer fit for purpose, what comes next?
In this webinar, we’ll share the ultimate adviser playbook for firms considering the move from off-the-shelf MPS solutions to a more tailored proposition. I will explore why more advisers are transitioning from MPS to TPS, practical considerations for making the change, and how a tailored approach can unlock greater control, flexibility, and improved client outcomes.
We’ll also examine a different kind of concentration risk that may be hiding within adviser portfolios. With the recent spotlight on the dominance of the Magnificent Seven and concentration within US large-cap equities, my colleague Gareth Deacon, Head of Multi-Asset at Blackfinch Asset Management, will explore how homogenisation across multi-asset propositions may also be limiting diversification. He’ll share insights into why true diversification requires more than simply looking beyond big US tech names, and why advisers should consider whether their CIP has become more concentrated than they think.
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