TITLE

Open up the toolbox

AUTHOR(S)
McKenna, Ian
PUB. DATE
July 2009
SOURCE
Money Marketing;7/30/2009, p26
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article focuses on the plan of Financial Services Authority (FSA) in Great Britain for regulation affecting financial advisors. It notes the concern of financial industry practitioners regarding application of lofty ideas in the original reduce data requirement (RDR) documents. It details the proposal which may preclude advisers from using portfolio planning or customer relationship management software.
ACCESSION #
44210917

 

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