FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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What are the implications for investors?
Quality, suitability and risk
‘Due diligence of divorce’
Active versus passive debate continues
Era of silo-based services is over
Different rules-based strategies
Two reasons for a rethink
‘Growth and development’
Signs of excess are appearing
‘Return to policy objective or scrap it altogether”
31 August 2017
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3 min read
