As part of our spring 'On the Road' tour, our topics took a slight tangent to our typical roadshow content, and we delivered sessions with a firm focus on the ‘fundamentals of investing’.
Maintaining that focus in this webinar, Managing Director of AJ Bell Investments, Kevin Doran, will cover sessions looking at risk profiling and capital market assumptions, and we’ve invited speakers from BlackRock and Vanguard to look at rebalancing strategies and implementation of ETFs.
We are also delighted to welcome Carla Langley, owner of Langley Consultancy Services. Carla will be addressing the importance of understanding the differences between ‘agent as client’ and ‘reliance on others’ and asking if your CIP is one of your biggest risks.
Tax and pension rules apply.
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