RDR compliant reports creating headache
Producing RDR compliant investment reports for clients is a major concern for the majority of wealth managers, a new survey has revealed.
Compliance
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aam lures shoon from ipp
AAM Advisory, an expat-focussed Singapore advisory firm which had its origins as a local franchise of PKF, has lured Mark Shoon from IPP Financial Advisers to be its head of compliance.