New Model Adviser - For Professional Investors

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

‘It’s all about client outcomes’: why advisers are looking towards discretionary powers

‘It’s all about client outcomes’: why advisers are looking towards discretionary powers

Why should IFAs consider gaining discretionary powers? That was the hot topic at the Citywire studio, where we were joined by Lee Robertson, Paul White, Isabel Sinclair and Kevin Forbes. All four have either been through, or are going through the process, and they gave us their thoughts on why discretionary powers are beneficial to the client experience.

Other agenda items included the MiFID II requirements, the legwork required to go discretionary, the increased activity of DFMs in the advice space, and why Forbes thinks some of you might call him an idiot.

 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.