Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals why providers should play no part in helping advisers establish new charging models.
With approximately half a year to go until Retail Distribution Reivew (RDR) theory becomes RDR reality, it is plain to see a noticeable push in terms of advisory firms’ activity to ensure the deadline...
'Right thing to do'
£69m spent on upgrades
European fintech market 'underserved'