David Shelton: Smaller advice firms need to get their processes in place

Shelton, David
May 2013
Money Marketing (Online Edition);5/30/2013, p42
The article presents information on an increase in the number of small financial advisers as an outcome of the Retail Distribution Review in the world. According to a study conducted by the investment firm Scottish Widows, managing changes to adviser charging is must for small firms to survive in the market. It is because services and charges are strongly linked with adviser activity and client relationship.


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