There are five investment processes firms can offer in a post-RDR world, writes Ben Waterhouse, head of UK retail sales at Fidelity.
Financial advisers face a host of challenges in the next few years ranging from coping with new regulations through to dealing with difficult markets and meeting increasing client expectations. Constructing the right investment offering to meet these challenges is one of the most crucial business decisions advisers have to make. Regulation may be the biggest driver of change, but it is not the only one. In devising a successful investment offering and placing it at the heart of your business, you can hopefully improve your client offering, increase your control of business costs and u...
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