The financial advice profession should consider introducing a common fact-find, according to Kames Capital's Steve Kenny, something he believes would be "hugely positive" for the whole sector.
The Kames Capital director of wholesale business says if advisers had a common fact-find like solicitors, "I could go see you in London and complete a fact-find, and I could see somebody else in Manchester...
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Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas