20 July 2020
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"Although many firms have been running successful propositions for a number of years, MiFID II has significantly increased the time advisers spend running their CIP, impacting business efficiency" - the lang cat's Mark Polson.
Financial advisers expect central investment propositions (CIPs) to be distrupted in the coming years, both in terms of pricing and the actual propositions, according to a paper written by the lang cat.
The free-to-download paper, which was commissioned by back office provider Intelliflo and surveyed the views of 110 financial advisers, found two thirds of advisers were generally looking to develop their...
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