Join Verve and ebi to talk about adviser blind spots when building a CIP
March 19 @ 10:00 am – 11:00 am
Verve webinar – Adviser blind spots when building a CIP
Join ebi and the Verve Group’s Alasdair Wilson in a discussion on adviser blind spots when building a CIP.
Topics to be covered include:
- Misconceptions with CIP’s
- Adviser blind spots when fund picking
- Adviser portfolios vs MPS
Structured CPD Applicable. For Financial Professionals Only
Alasdair Wilson – Investment Specialist at Verve Group
Alasdair initially joined The Verve Group through The Grad Scheme and with his academic background, he flourished in his role as a paraplanner. Since then, he has found a passion for the investment side of finance, adding IMC and ESG to his qualifications, and now focuses on the investment support we provide advisers, as well as providing technical content at many of our events.