'Build a wall' between investment and planning - Mark Polson

Regulated v unregulated

"Some firms have already set up separate entities to do with investment management portfolios, and that makes sense to me" - the lang cat's Mark Polson
"Some firms have already set up separate entities to do with investment management portfolios, and that makes sense to me" - the lang cat's Mark Polson
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Adviser businesses that intend to keep running client money alongside offering advice should consider building 'a proper wall' between the two disciplines, according to Mark Polson.

In a white paper, published in association with Standard Life, the lang cat principal, who expects to see firms professionalise the investment side of their businesses, has argued running client money...

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