Five probing questions advisers should ask providers
By Mark Battersby, 1 Dec 17
Regulators are encouraging financial advisers to go deeper with due diligence exercises when selecting products and services for their customers, and to piece together an audit trail, says AKG’s Matt Ward.
Sponsored by Old Mutual International
Brendan Dolan on the top challenges facing advisers worldwide
Following his first year as sales director of Old Mutual International, Brendan Dolan gives...View more