FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Global challenges
‘As swift as possible’
4Life Financial Planning director
Just 14% of firms hold Chartered status
‘Too many firms see it as a compliance project’
Regulator eyes rule changes
Significant number of firms not meeting standards
'No current or pending registration'
Follows Lord Hill listing recommendations
Helping firms 'get ahead' under SFDR
10 March 2022
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1 min read
