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,...
The chairman worries about finance getting in touch with its feelings
Cost of acquisition: £31m
Greg Camm temporary replacement
Plan ahead … do not rush
Adviser use of social media on the up