Search Results

There are 3 item(s) tagged with the keyword "CIP".

Displaying: 1 - 3 of 3

1. Make CIP your superhero!

Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.

Tags: Investments, CIP
2. To CRP or not to CRP? That is the question...

Our Head of Business Consultancy, Karl Dines, takes a look at why PROD is so flexible, and how it can futureproof both your CIP and - the new kid on the block - your CRP.

Tags: PROD, CRP, CIP
3. How can the 'matryoshka principle' help to future-proofing CIPs?

Head of Business Consultancy, Karl Dines, explains why the ‘matryoshka principle’ is an important part of a forward-looking centralised investment proposition and outlines the issues of which advisers should be aware. 

Tags: CIP

Displaying: 1 - 3 of 3

The latest from SimplyBiz

20 October 2020

SimplyBiz Group and Gateway Surveyors welcome IMLA's green mortgage research

Read more >

19 October 2020

Understanding the challenges with ESG investing

Read more >

16 October 2020

Points to consider when appointing a DFM

Read more >

09 July 2020

Adviser Today

Get the latest news and views from our quarterly newsletter.

Read more >