Breaking the chain: Assessing and adding value as a distributor

Advisers support us in trying to improve customer outcomes

clock • 3 min read

As the data-based elements of the new regulatory landscape bed in Mark Rendle hopes to see more collaboration...

When we think about our roles within the industry, there will be plenty of labels that will naturally spring to mind depending on your job – financial planner, investment manager, custodian and so on. I'm not sure that many people would think of themselves in the terms that are used to describe them in regulation: ‘manufacturer' and ‘distributor' probably don't roll off the tongue as easily outside of certain, small, circles. And yet, these labels and the responsibilities that come with them are important considerations. Quite a lot has been said about the need to be clear on whether ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Schroders UK Platform Awards 2024: Full list of winners revealed!

Schroders UK Platform Awards 2024: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

Professional Adviser
clock 25 September 2024 • 1 min read
Fidelity and Abrdn among firms joining new investment platform trade body

Fidelity and Abrdn among firms joining new investment platform trade body

Platforms Association launches amid growing regulatory scrutiny

Valeria Martinez
clock 23 September 2024 • 2 min read
Half of advisers say platform cash interest rates help to bag new clients

Half of advisers say platform cash interest rates help to bag new clients

Consumer Duty has led platforms to improve fee communication

Jenna Brown
clock 12 September 2024 • 1 min read