This month, Peter Lawrence looks at regulatory hurdles for small firms.
I have been thinking about IFA business models recently, now that I am beginning to get to grips with this new world of financial services that I have got myself into. The basic question I am asking myself is this: Is there actually an IFA business model that is sustainable, profitable, beneficial to clients, enjoyable to me, and that can be applied to a new, small IFA business? You may say that these are questions I should have asked long ago, and certainly before making the move to set up on my own. But in my defence, I was aiming to do only what many other people have done already, s...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes