Implemented Portfolios News

Women ‘best placed’ to offer goals-based advice, IP says

A massive shift towards objectives-based advice is taking place in the US, with women well-positioned to offer this type of advice, according to Implemented Portfolios chief executive, corporate development, Santi Burridge.

Speaking to ifa in New York after the recent Implemented Portfolios Study Tour 2015, Mr Burridge said there is a broad-based trend in the US toward taking people through the “emotional journey” of financial advice. READ MORE