Firms offering unqualified IFAs 'lay advocate' roles post-RDR face a serious compliance headache, an investment consultant has warned.
Bristol-based Sovereign IFA and Glasgow firm Intelligent Pensions are set to offer existing IFAs non-advisory roles in which they introduce their clients to the business and then support them through the...
RDR brought sweeping changes to adviser charging
A quarter (26%) unwilling to pay fees
Research by Grant Thornton
The right culture is essential...
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
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