Welcome to the AIC’s financial adviser centre. Here, you can access statistics, performance data, training, news, guides and videos on the investment company industry, including investment trusts and VCTs. All our services for financial advisers and wealth managers are free of charge and our CPD is accredited by professional bodies.
What are their responsibilities and what do they do?
What are the considerations and implications when holding liquid and illiquid assets in a portfolio.
The data to consider and where to find it.
What are the different types of gearing and what do you need to consider when researching investment companies with gearing.
What are the factors the affect the dealing spread between the buying and selling prices?
Tax and Financial Consultant at Warwick Butchart.
Chartered Financial Planner and founder of Ashlea Financial Planning.
Chartered Financial Planner, Kingsfleet Wealth.
Joe Bauernfreund, Manager, British Empire Securities & General.
Financial Adviser, NichollsStevens.
James Anderson, Manager, Scottish Mortgage Investment Trust.