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."
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2018 Technology Workshop
March 23 2018, Rebecca Jacques
The quest for efficiency, meaning, relevancy and value is one that is felt by all in the Advice Landscape. In an effort to assist our...