We’re thinking about SoAs all wrong
Advisers should see SoA requirements as a privilege, paper is passé, and firms should stop using technology developed in 105 B.C., the FPA’s Ben Marshan has said.
Advisers should see SoA requirements as a privilege, paper is passé, and firms should stop using technology developed in 105 B.C., the FPA’s Ben Marshan has said.
Advice