MiFID II should improve the operating model between advisers and discretionary investment managers and spell out "who carries the can" should a client complain, according to PortfolioMetrix.
The firm said the second round of Markets in Financial Instruments Directive regulation (MiFID II), which is due to come into force on 3 January, would enhance the way advisers and investment managers...
Follows Lord Hill listing recommendations
Helping firms 'get ahead' under SFDR
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Expected by Q2 2021
Rolls-Royce to cut 9,000 jobs
Six months' prep time
Searches on Square Mile’s Academy of Funds