MiFID II has been designed to "confuse clients" but provides advisers with a great opportunity to make better use of technology and deepen relationships, delegates heard.
Finametrica co-founder and director Paul Resnik said while regulatory requirements set out in MiFID II, which came into force in January this year, made advisers' lives more complicated it was an opportunity...
Asking for apology
SM&CR deadline 31 March 2021
Pressure mounts on FCA to tackle Google ad scams as sector says it's shown 'little appetite' to help
Monthly meetings not enough
Blending active and passive strategies
Should not be safety net
Sir Philip Green under pressure
Launched new firm at 25