Improving Profitability
Assetfirst is a unique model portfolio service designed to help Independent Financial Advisors comply with the demands of the Retail Distribution Review (RDR) by adopting a recurring fee charging model at a level that improves profitability by controlling the costs of investment management.
The Assetfirst service provides IFAs with the intellectual property to create and maintain their own range of sophisticated, low-cost, risk-graded, multi-asset portfolios on their favoured wrap or supermarket platforms.
Unique, inventive and independent, Assetfirst brings together all aspects of investment management under one simple fee structure.
The result: A new approach to investment management in the IFA arena which takes into account your firm’s size and structure, philosophy and future focus.
Passive investment specialist IFA Andrew Whiteley and Independent Analyst Steve Williams have joined forces to launch assetfirst, a unique, fee-based, model portfolio service designed to assist other advisers to comply with the demands of the Retail Distribution Review (RDR)... 