David Hesketh, group M&A manager at Perspective Financial Group, looks at the four options for IFAs who are not yet RDR-compliant.
For some IFA practices, the move to an RDR environment cannot come soon enough. Indeed, many are as far down the road towards full RDR compliance as it is possible to be. However, there are significant numbers that are either working more steadily towards the transition or moving at a pace which may leave them cutting it fine for December next year. There is, however, yet another group – a recent survey among delegates of the Unique Boutiques Investment Conference found 10% of IFA owners questioned did not expect their practice to be in existence post-RDR. We have been constantly told t...
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