Let’s dive deeper into why ‘multi-asset plus’ could be the missing link.
In our recent whitepaper with M&G, we explored how the definition of multi-asset investing needs to evolve and the role diversification plays in this.
Research continues to show that people generally prefer cash ISAs - with over 2 million choosing a cash ISA versus 238,000 choosing an investment ISA.
It’s now time to examine exactly why client behaviour keeps favouring cash, and what paraplanners can do within portfolio construction to address it.
Grant is a financial planning specialist at Verve, with broad experience offering technical support and creative solutions to improve advice firms' operations.
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