Post-RDR profitability: a how-to guide

The guide, No small change - Benchmarking the adviser business, includes thoughts and analysis from leading advisers and industry experts. Focusing on small to medium sized firms, the guide is designed to further the debate on the optimal business model against a backdrop of increasing regulatory cost, more demanding customers and explicit charging. A key recommendation from the guide is that firms first need to define their proposition - what they do, how it adds value to the client and how they can describe the proposition to the client, all factors that will help to shape clear cli...