The PI risks of goals-based advice

Jamie Williamson with the IFA, writes "financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance."

With reference to MKM Partners' Oscar Martinis' presentation at our annual conference, Williamson warns that "the various mechanisms to implement goals-based advice can have differing, perhaps unforeseen impacts on PI cover." 

To read the full article, click here.

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