MiFID II and General Data Protection Regulation (GDPR) red tape have been the two biggest challenges for advice businesses to get to grips with in 2017, according to Intelliflo.
The back-office provider polled 301 of its Intelligent Office (iO) users, who said the EU legislation Markets in Financial Instruments Directives II (MiFID II) and GDPR, set to come into effect on 3 January...
Risk to retail investors
Joined as head of strategy, multi asset, in June
Group income protection