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 ‘mistake’...
Revealed – successes across all 11 categories
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Letter from academics
'Digital transformation' of sector
Up from 14% in 2017