What’s this research about?
https://vimeo.com/718816355https://vimeo.com/718818665https://vimeo.com/718819934https://vimeo.com/718821304
At Copia Capital, our goal is to help advice and planning firms become more successful, by de-risking their businesses and providing investment solutions that give the best possible client outcome. Increasingly these investment solutions are delivered as part of a Centralised Investment Proposition (CIP), which research shows are used by 88% of advice firms.
Given their importance to client outcomes, we wanted to better understand how CIPs work in a typical advice firm and to help advisers ensure their CIP is operating effectively, delivering the best possible outcomes for the firm and its clients.
To achieve this, we commissioned insight consultancy the lang cat to conduct in-depth research into how advisers are operating their CIPs. Among other issues, the lang cat talked to more than 100 advice firms about:
Some of the key findings and conclusions:
To read the full findings of our research, discover examples of good practice and learn top tips for improving the efficiency and cost-effectiveness of running your CIP, submit your details to download your copy.
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