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The big wealth firms to take the restricted route

After six long years of planning the retail distribution review has finally landed. In the first of a three part series on how wealth firms have adapted to this brave new world, we highlight those which chose the restricted path.  

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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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