Titles in asset management firms are stuck in a pre-RDR world. It is time to ditch titles such as “head of distribution” and “broker support”. Equally, if advisers don’t want to be treated like distributors, they should charge based on the value they offer clients. My latest column in New Model Adviser challenges the industry to move on.
About the Author
Heather has spent most of her career in financial services helping asset managers, platforms and financial advisers improve their propositions, customer communication and to benchmark success against competitors. She was Head of Platforum until December 2017 and has also worked in digital marketing at Hitwise and Econsultancy.