With the RDR only two years away, we know adviser firms up and down the country are taking a good hard look at their businesses.
They are trying to work out what kind of firm they will be after 2012. What are their strengths and weaknesses? What is worth building on and what should be binned? What proposition do they want to offer clients? One of the key points of debate for many firms, without their own specialist research arms, is whether to make their own investment decisions post-RDR, or outsource to multi-managers and discretionary houses or use model portfolios. We know the desire for outsourcing has been growing rapidly in recent months, with players competing fiercely for assets in this space. But wher...
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