I had to smile when I heard from a product provider last week that some advisers are struggling with a few basic elements of RDR.
One advisory firm apparently submitted client applications with the ‘adviser charging’ section crossed out and replaced with the words ‘3% commission’. A member of the admin team picked up the...
Most recently at Fidante Partners
Acknowledges PM May's proposed crackdown
Two teams merged into one
UK blue chips up 0.2%
Effective from 30 June