ROE challenge to IFA acquisition model

Professional Adviser
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Acquiring independent distributors may be the favoured business model of some bancassurers in the wa...

Acquiring independent distributors may be the favoured business model of some bancassurers in the wake of CP166, but increasing "engagement" by institutional investors keen to avoid threats to their capital may result in more focus on any such deals in future. The latest quarterly Responsible Engagement Overlay (REO) report from Isis Asset Management – supported by PGGM, Friends Provident, Shropshire County Pension Fund, Royal & Sun Alliance and John Lewis Partnership Pension Trust Ltd. – does not specifically identify such acquisitions as falling under the scope of investigations in...

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