Investments

Corporatising your business model

Monday 23rd of August 2004
Corporatisation. Within the context of the financial planning and advice industry, the word “corporatisation” refers essentially to basing your practice around investment platforms (wraps and master trusts) which offer a well-researched, compliant and defensible universe of product choices and portfolio options by which to rationalise client services.

However, the ramifications of corporatisa...

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