The final article of the Russell Investments series, “Value of an adviser formula”, highlights the P factor in the formula. P is the value that advisers can potentially provide by aligning the products to the client’s individual circumstances.
In this third article released by Russell Investments, we want to acknowledge the expanding role of advisers in providing holistic wealth management for entire families starring the C value in the formula, the customised client experience.
The global pandemic has caused a shift in our behaviour and increased the number of electronic communications we receive on a daily basis and with this, an increase in the number of scams. The FCA has published a list of factors we should take into account when spotting scams.