The Findings
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SCENE SETTER QUESTIONAIRE FINDINGS - ADVISORY DISTRIBUTORS NOVEMBER 2016
In the run up to A Meeting of Minds Advisory Distributors, we asked you to answer some questions – our goal being to capture your thinking at a moment in time. The following are your aggregated responses. We hope you find this snapshot interesting as well as reassuring – in other words your peers are experiencing the same challenges and excitements as you are!
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SCENE SETTER QUESTIONAIRE FINDINGS - PRIVATE BANKING & WEALTH MANAGEMENT - NOVEMBER 2016
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SCENE-SETTER QUESTIONNAIRE FINDINGS - Bank & Brand Distribution of Retail Financial Services - October 2016
In the run up to this Meeting of Minds, we asked you to answer some questions – our goal being to capture your thinking at a moment in time. The following are your aggregated responses. We hope you find this snapshot interesting as well as reassuring – in other words your peers are experiencing the same challenges and excitements as you are!
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Senior Managers Regime – doing the right thing and maybe being seen doing the right thing?
With the FCA ‘Senior Managers Regime’ imminent, it business critical that Advisers fully understand the implications on governance and responsibility and are actively reviewing business processes, structures and accountability.
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Seven years’ feasting; where will the returns come from now?