David Ingram: Professional connections' new frontier

Era of silo-based services is over

David Ingram: "If it is to be successful, any professional business needs to be relationship-based and managed on a commercial basis – and, in this respect, the adviser model has rather more to commend it than the solicitor one."
David Ingram: "If it is to be successful, any professional business needs to be relationship-based and managed on a commercial basis – and, in this respect, the adviser model has rather more to commend it than the solicitor one."
  • David Ingram
  • LinkedIn  
0 Comments

David Ingram highlights a new draft code of conduct from the solicitors' regulator - expected to come into force next year - which contains important provisions governing the referral of clients for financial advice

The most common way in which financial advisers and solicitors work together is through some form of referral arrangement. Very few of these arrangements take the form of a formal agreement because...

More on Your profession

More news