With changes to what it means to be independent on the horizon, what can advisers and firms do now to separate themselves from the crowd?
If some members of the public, given the choice, would today pick an independent financial adviser over a tied adviser, what will happen next year, when changes to what it means to be independent are introduced? Will there be a new differentiator? For some, a higher qualification, perhaps at QCF Level 6, might do the trick, as might gaining Chartered status from the Chartered Insurance Institute (CII). Marie Fanning is a Chartered adviser with RM Financial. She said she is an advocate of both increased professionalism and the retention of independent status. She believes adviser...
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