IFAs should stop trying to be fund managers because they lack both the time and expertise, according to Lighthouse Group chairman David Hickey.
Independent advisers’ role post-2012 will be as “auditors” of clients’ finances, in which they will add value by highlighting areas of concern via a regular and trusted relationship, he said. Meanwhile,...
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left
Continuing the Architas education series for clients.
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