Back To School With The Personal Finance Society

Stephen Little Reporter London 25 September 2013


The Personal Finance Society has organised a series of learning sessions on the impact of advisor charging following the implementation of the RDR as part of its upcoming regional conference
programme, starting in Stamford
on 1 October.

Each event will
include a number of external speakers from across the asset management

The 26 regional sessions aim to help
advisors assess the reaction of the market, clients and the regulator to
advisor charging.

These sessions will also be
looking at the application of current rules, client and market reaction,
potential direction of regulations, pros and cons of different advisor charging
models, revenue forecasting and how to deal with client objections.

“Incorporating Financial Conduct Authority
findings following their recent review, coupled with best practice examples
from across the market, we aim to help member’s benchmark their own strategies
and develop further where appropriate. The opportunity for practitioner
interaction and peer to peer sharing at a regional level will also be built in
and is as much a key part of the session,” said Keith Richards, chief
executive of the Personal Finance Society.

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