61% of IFAs and private wealth managers struggle with too much choice

October 27, 2011 in Private & Retail Investment by Clear Path

61% of IFAs and private wealth managers have stated that the complexity in selecting the best retail investments for clients from a myriad of retail products available is a significant [...]

FSA re-enforces importance of investment product knowledge

September 14, 2011 in Private & Retail Investment by Clear Path

The FSA’s recently completed IFA road show has re-enforced the need for understanding even the most esoteric of asset classes even if the majority of an IFA’s clients would not [...]