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Articles by Dave Chessell, UK Distribution Director, PortfolioMetrix

Dave Chessell, UK Distribution Director, PortfolioMetrix

Dave was one of the pioneers in the development of the investment platform market at Skandia UK. Prior to joining PortfolioMetrix, he was Chief Commercial Officer at back office software producer, Intelliflo - experience that gives him a unique insight into the needs of the independent adviser community and its customers.

To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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