Concerns are mounting over the number of orphaned clients post-RDR after the FSA said a customer's new adviser could inherit their existing trail commission.
Advisers say they may be forced to end the relationship if the client is unwilling to pay a supplementary adviser charge on top of the inherited legacy trail. An additional charge may be necessary if,...
Continuing Square Mile’s series of informal interviews
Programme launches July 2017
'Focus on geopolitical risk'
'Project to remain within £80m budget'