Since 2020, Tricio have included two columns in our Monthly Insights: Jargon Busters and Under the Bonnet. Both aim to help advisers and professional investors to understand the myriad of terminologies in finance and investments, looking through 'smokes and mirrors' in investment products to help investors to make better investment decisions.
We have compiled them into two separate collections for Tricio clients. In addition to being a handy reference, they can be used for training new team members. They will be updated regularly. Tricio clients can access these collections from their dedicated Tricio account.
If you are interested to see these collections but are not yet a Tricio client, please contact us for a complimentary copy: https://www.tricio-advisors.com/contact
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