Lizl Budhram, Head of Advice at Old Mutual Personal Finance
Within the current economic and legislative environment, demonstrating value as a financial adviser has become imperative, says Lizl Budhram, Head of Advice at Old Mutual Personal Finance. The Retail Distribution Review (RDR) is expected to put adviser fees under customers’ microscopes and technological trends such as robo-advice and shifting consumer behaviour requires advisers to reinvent their customer relationship model in order to succeed. (more…)
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