Financial Services
Reports
There are 18 articles in this archive.
Managed Portfolio Services Report 2020
This is the original Managed Portfolio Services report which was commissioned by ine of my adviser firms. Because the project had mushroomed up so much, I asked IFA Magazine whether it could distribute the reprot and it was published in October 2020.
Platform Research Report 2018
This is the platform research report produced as due diligence for my client firms.
Platform Research Report 2017
This is the platform research report produced as due diligence for my client firms. This is from January 2017
Platform Research Report 2016
This is the platform research report produced as due diligence for my client firms.
Platform Research Report 2015
This is the platform research report produced as due diligence for my client firms. This appears to be one of my earlier efforts from March 2015