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’...
Joe McDonnell joins as head of portfolio solutions (EMEA)
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253 deals in 2018
Changing fund structure