As part of Professional Adviser's 'How I am preparing for RDR' series, Jacksons Financial Services' Pete Matthew discusses outsourcing and social media...
Back in 2000, when I first became an IFA after two tied positions, a colleague told me that one day, the minimum qualification standard for advisers would be the AFPC. I remember a chorus of disagreement...
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress