27 Aug 2019
RDR calls for a more outcomes-based approach from advisers
By Janice Roberts
“Picking funds based on historical performance or brand alone will no longer represent a rigorous enough process in solving for clients’ investment outcomes,” says Paul Nixon, Head of Technical Marketing and Behavioural Finance at Momentum Investments. “Advisers will now need to demonstrate the delivery of suitable products and advice for each of their customers,” he...
