An Adviser this morning has confirmed who is an authorised rep for Sentry that they are transitioning out internal para planners for their private practice. There is one thing that is certain the para planning industry and internal compliance / legal teams are all on the scrap heap. Outsourcing these components of a dealer group business is the way this industry is heading. IMO this is further confirmation that this is not just an HOA it will be finalised contractually in time. IAM is very well placed here.
An Adviser this morning has confirmed who is an authorised rep...
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