What do you do when a client asks you to transact a piece of business you know is not in their interests?
They should be straightforward cases: a client is keen on pursuing a path you know is unsuitable, so you tell them it is not a good idea and they take your advice. But the world of financial guidance...
To 'future-proof advice firms'
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Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left