IFA services provider threesixty is looking beyond qualifications as it aims to help advisers find the right businesses model for the transition to RDR.
It believes too much debate has focused on qualifications, leaving many firms unprepared for the regulatory changes. To help these firms, it is staging a series of seminars around the country, open to all IFAs, giving support in formulating their business model and designing and delivering clear client and investment propositions. Phil Billingham, strategy consultant at threesixty, says: "The new regime is only two years away yet the future of so many IFA firms remains in jeopardy. "Many IFAs still haven't achieved clarity around what their proposition to clients will be and that i...
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