With the evolving RDR, Macquarie Bank's John Porteous says firms who want to be well placed for the future should look to combine robust client planning with low cost.
The debate around the practical implications of RDR has raised an interesting question amongst the advice and planning community. For years, many IFAs have been staunch in their defence of "independence"....
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Senior Managers Regime
Interest rate outlook unchaged
FCA made demands last week