A tiered approach still needs best practice to sit on top of it all.
Updated 12 months ago
Version 2.0What you need to know today to prepare for tomorrow.
After reading a lot of very emotional responses yesterday, it was great to see this thoughtful perspective. Amara. I hope the changes will also provide a pathway for new advisers to start with institutions and then transition to be the IFAs of the future. Remember that issue we have around succession?
Thanks Pete- that's exactly what I thinking- its a great entry point rather than a competitive one.