The Landscape

With the imminent Retail Distribution Review most advisors will, by now, have undertaken most of the work necessary to make their business fully RDR compliant. Indeed, prompted by the RDR, many forward-thinking IFAs are embracing external investment management as part of the solution to the many challenges posed by the new regulatory requirements.

As well as offering a route to potentially reduced compliance and insurance costs, and allowing IFAs the time to ensure they are giving the necessary care to their clients, many IFAs find that external investment management adds considerably to their business proposition. This is because it enables them to offer their clients wider, and often more appropriate, investment solutions.

To find out more about how BRI’s intermediary-only portfolio management services can add to your own client offering, call us today. Or, click here to access our intermediary-only document download centre.