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  • Business models

Change of heart: Four key restricted/independent switches

Sandringham Financial Partners went independent this week

Four key restricted/independent switches
Four key restricted/independent switches
  • Victoria McKeever
  • Victoria McKeever
  • @vickymckeever
  • 12 April 2018
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Following Sandringham Financial Partners' decision to go independent earlier this week, PA thought it was time to revisit some of the most memorable status switches in recent years…

Much like industry debates over ‘active vs. passive', ‘human vs. robo-adviser', arguments on either side of the ‘restricted vs. independent' discussion have evolved with the regulatory backdrop. Post-Retail...

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