Lee Fisher: Choosing a CIP is a marathon not a sprint

The financial advice market changes constantly with changing regulatory, business and market environments. Advisers have always had to adapt in order to survive. This is why at Burton & Fisher we have chosen to invest as much time in reviewing, monitoring and challenging our CIP provider as we did in selecting one. We require them to adapt just as much as we do and demonstrate real innovation. We also believe passionately that the role of an adviser is not merely to make a suitable recommendation but rather to continually confirm the suitability of an approach for a client. This requires...