Almary Green is considering releasing around 500 clients due to MiFID II suitability requirements "effectively doubling up" its workload, the firm's managing director Carl Lamb has revealed.
"If you follow MiFID II to the letter with regard to proving suitability then, rather than one appointment with a client you actually need two - so you're doubling up your work," Lamb (pictured) told Professional...
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard
PA Awards deadline is 28 September