Aberdeen Asset Management are holding their latest series of Adviser Intelligence sessions in October, in association with the Institute of Financial Planning. Sessions will be held on 22 October in Birmingham, 23 October in Manchester, 24 October in London and 25 October in Southampton. The theme of the day is 'Developing a valuable client centric proposition'. Topics covered include RDR checklists, asset allocation, outsourcing and investment philosophies.
The sessions were chosen based on adviser feedback from previous sessions in April which covered client suitability. Aberdeen also has an experienced advisory panel, including IFP chief executive Nick Cann, who decide on relevant topics for the events. Speakers for the sessions will be David Cartwright from Defaqto, James King from Price Bailey, Geoff Mills from Rayner Spencer Mills, Ian Shipway from HC Wealth Management and Phil Lindsay from Morningstar OBSR. Sessions will be a half-day with lunch and conclude by 12.30. Contact Aberdeen Asset Management on This email address is being protected from spambots. You need JavaScript enabled to view it. if you wish to attend.
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