Our research for Copia Capital looks at how Centralised Investment Propositions (CIPs) became a victim of their own success and what advisers can do about it
In this paper we take a lang cat-style look at Centralised Investment Propositions. With our recent research showing over 80% of firms now have a CIP of one form or another.
We’re not giving anything away when we say that the platform transfer market is not performing as well as it could for anyone involved.
What are advised platforms actually doing to meet MiFID II ex-post disclosure, requirements?
In this 12-page paper we take a look at ASI’s updated MyFolio Lookthrough Tool.
This paper is all about how advisers construct CIPS.