FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Platform has £40bn AUM
Firm has £400m AUM
To join SJP's Technical Connection
Firm had passported into UK
Up to 12% of SIPP assets held in cash accounts
Can SIPPs maintain the level of service advisers expect from them?
Parento clients given access to DFM
Liability debate re-opened
Time for some due diligence perspective...
Advisers have their doubts