Lawrence Cook: Clients value quality advice, not paperwork and admin
A consultative approach
Lawrence Cook: "With pension freedoms now embedded into society and the population living longer, future demand for advice looks strong."
Plenty of advice firms have traditionally outsourced their investment proposition to a DFM service but now, as Lawrence Cook explains, there is an option to outsource without really outsourcing at all
Outsourcing investments has been a prominent theme ever since the Retail Distribution Review (RDR) came into effect at the very start of 2013. Yet, there are a number of advice firms out there that remain...
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