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Distribution Technology (DT) has launched a version of its risk profiling tool for the iPhone.
Checking the suitability of advice after it is delivered is akin to “putting the cart before the horse”, IFA Nick Bamford says.
In an extract from their book 'Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services', Nick Bamford and Martin Bamford explain that while advice and products are currently packaged for remuneration purposes, advisers need to unbundle this model to be RDR-ready.
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In an extract from their book Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services, Informed Choice's Nick and Martin Bamford explain how to develop client-centric propositions.
In my blog last month I tried to brew up a storm with my suggestion that neither the public nor the regulator understood the difference between independent financial advice and independent financial sales.
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