Tips for staying on top of your outsourcing arrangement

It seems the dire warnings of an adviser exodus post-Retail Distribution Review (RDR) have not come to pass - at least judging by the latest figures. Research conducted by Cass Business School for BNY Mellon found the number of practitioners has held up surprisingly well. In fact, the research found a remarkable lack of insecurity among advisers about their businesses viability. Unfortunately, I agree with the researchers that advisers may be underestimating the challenges facing them, as there are still plenty of obstacles to be tackled by those who have survived. One of the ways ...