Bluefin's head of strategic development Ian Shipway wonders how close IFAs are to calling themselves professionals?
'Profession or industry' was the title of an article I wrote in 2004 and, five years on, I thought it might be interesting to revisit the subject to see how things have developed in the intervening period....
‘Documentation, documentation, documentation’
'It will have to lead with product intervention and product governance'
'Advice will be delivered in new exciting ways' - Iress
Engagement and influence