David Ingram: Professional connections' new frontier
Era of silo-based services is over
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...
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