Ortec Finance

Four in five advisers say clients broadening range of assets held

Advisers said clients are building ‘more international and diversified portfolios’

June 6, 2024
Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline

FCA Consumer Duty compliance deadline 31 July

May 30, 2024

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Portfolio Adviser is a monthly news magazine and daily news web site aimed at wealth managers , investment IFAs and other professional fund pickers and asset allocators in the UK and Channel Islands. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.

Ortec Finance

Four in five advisers say clients broadening range of assets held

Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline

Ready to rethink your portfolio? Putting cash to work with bond ETFs