FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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‘To support growth strategy’
‘Not explicitly covered’
‘Still work to do' on Cofunds
'Real need to offer broad advice'
‘Latent strength of advice market’
More revenue and assets
Advisers’ part to play
‘Complete lack of collaboration’
‘MiFID II: The Return’
'More than gamified factfinding'