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Author profile

Rahul Odedra

Articles by Rahul Odedra

RDR

Independent or restricted? Read these guidelines to help you decide

The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).

clock 07 September 2011 •

Multi-manager

Tenet's Sinfonia to stop marketing funds externally

Three sales manager at Sinfonia Asset Management, the investment business of Tenet group, have been put on notice of redundancy after the company decided to stop marketing its proposition externally.

clock 07 September 2011 •

Economics / Markets

Osborne to deliver Autumn Statement on 29 November

The Chancellor has confirmed he will deliver his Autumn Statement on 29 November, on the same day as the Office for Budget Responsibility (OBR) issues its latest economic forecasts.

clock 07 September 2011 •

RDR

Why independent v restricted makes no sense

A financial services marketing expert has suggested consumers care very little about the status of their adviser and criticised the FSA's choice of terminology on the issue.

clock 06 September 2011 •

Investing in the profession

London IFA takes top seat at Million Dollar Round Table

A London-based Chartered Financial Planner has been appointed secretary of international financial planning association the Million Dollar Round Table (MDRT).

clock 05 September 2011 •

Wrap/platforms

Twinterview: Put your questions to Skandia's Peter Mann

Skandia UK's chief executive Peter Mann will this Friday take part in IFAonline's first ever Twinterview and advisers are being encouraged to put forward their questions.

clock 05 September 2011 •

Your profession

Advisers react to Massow's trail rebate business

Industry reaction to ex-IFA Ivan Massow's latest venture, which aims to divert 'unfair' ongoing commission payments from advisers to consumers, veers from disdain to disbelief.

clock 05 September 2011 •

Your profession

This week's Movers & Shakers

Who moved where in another busy week in financial services?

clock 02 September 2011 •

Your profession

Dream team: Five footballers who became advisers

The worlds of football and financial advice may seem far removed, but more than a few have chosen to trade Cup finals and transfer deadlines for the FSA, regulations and pension transfers. Here's our pick of five who've made the leap...

clock 02 September 2011 •

RDR

Openwork rolls out client bank segmentation tool

Openwork is providing its advisers with a new client bank segmentation tool to help them transition for the retail distribution review (RDR) and get them ready for fee-charging business models.

clock 02 September 2011 •
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