The popularity of direct to consumer offerings could be a threat to adviser businesses. Julie Hepworth, group regulatory manager at Perspective Financial Group, asks whether your firm is prepared
It is safe to say that the implementation of the Retail Distribution Review (RDR) will revolutionise the way that advisers operate from January, but beyond the headline changes such as the remuneration overhaul, there are plenty of smaller issues to consider. Such has been the all-consuming nature of the shift to the new regime that it is understandable if advisers have overlooked some potential scenarios that could unfold next year, but it is advisable that they try and prepare themselves for every possible eventuality. One such outcome that I have recently been contemplating is a po...
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