AT8 Group's Mark Loosmore on how Citywide Financial Partners is helping its clients meet their investment goals.
As we travel around the country talking to IFAs about their preparation for RDR we get one consistent message: in order to charge fees IFAs need to have a clearly defined and well-articulated proposition....
Slow progress in improving diversity
Share purchase deal with assets of £28m
Came into effect in January
Three examples of compensation rule issues
Buying in baskets