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Using tools is a two-way street

Asset allocation and portfolio modelling tools have been one of the great technology success stories of the past five years. They allow advisers to move away from traditional managed (and with-profits) funds and provide a higher level of investment advice to clients.

However, there has been a great deal of comment over the past few months on the subject of tools. They even receive a mention in the RDR (DP 07/2 Section 7.2).

Read more at Using tools is a two-way street

By Simon Farrant: Financial Planning Director at Distribution Technology
16th August 2007