Check out here the five key areas where advisers should drill down to find the right providers, in International Adviser’s digital edition.
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.
Flat realistic business checklist on workplace with green and red marks. Workspace with distributed office objects on it. Coffee cup, tablet, glasses with calculator, magnifier and paper notes.
