Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals why providers should play no part in helping advisers establish new charging models.
With approximately half a year to go until Retail Distribution Reivew (RDR) theory becomes RDR reality, it is plain to see a noticeable push in terms of advisory firms’ activity to ensure the deadline is not missed. Strategies have been formulated and firms are now seeking the practical support they need in order to ensure their best laid plans are not waylaid over the course of the next six months. Firms are seeking this support from any number of sources including their trusted third-party service operators, national advisory groups like ourselves who ensure all our practices are up...
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