Breaking the chain: Assessing and adding value as a distributor

Advisers support us in trying to improve customer outcomes

clock • 3 min read

As the data-based elements of the new regulatory landscape bed in Mark Rendle hopes to see more collaboration...

When we think about our roles within the industry, there will be plenty of labels that will naturally spring to mind depending on your job – financial planner, investment manager, custodian and so on. I'm not sure that many people would think of themselves in the terms that are used to describe them in regulation: ‘manufacturer' and ‘distributor' probably don't roll off the tongue as easily outside of certain, small, circles. And yet, these labels and the responsibilities that come with them are important considerations. Quite a lot has been said about the need to be clear on whether ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Private markets for the mass affluent: How wealth platforms can scale access

Private markets for the mass affluent: How wealth platforms can scale access

‘The opportunity is clear’

Borja Largo
clock 15 October 2025 • 5 min read
AJ Bell Investcentre integrates with Dynamic Planner to ease adviser admin load

AJ Bell Investcentre integrates with Dynamic Planner to ease adviser admin load

Move to alleviate the administrative burden for advisers using its platform

Jenna Brown
clock 14 October 2025 • 2 min read
AJ Bell platform adds DFM comparison tools from Mabel

AJ Bell platform adds DFM comparison tools from Mabel

Partnership follows other recent launches

Jen Frost
clock 30 September 2025 • 2 min read