MiFID II has been designed to "confuse clients" but provides advisers with a great opportunity to make better use of technology and deepen relationships, delegates heard.
Finametrica co-founder and director Paul Resnik said while regulatory requirements set out in MiFID II, which came into force in January this year, made advisers' lives more complicated it was an opportunity...
Follows string of appointments
Follows acquisition of BlackRock's DC platform
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£116.8m of benefits received by customers
Spent 13 years at JPMAM