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Financial Adviser Outsourcing report


  • A study to gain deeper understanding to the changes in fund distribution post RDR.
  • The rise of the use of outsourcing through a DFM or Open Architecture solution has challenged the traditional sales process.
  • Is this a safe route for advisers to go for or the next focus for the FCA to investigate?
  • Which firms are advisers working with and what is it about their propositions that secured the advisers business?

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