Diversification is more than just investing in a mix of asset classes. In a changing market environment it's just as important to understand how a portfolio is diversified from a style point of view, and why getting the balance wrong can mean you quickly end up out of tune.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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