The FSA has a lot to prove over the coming months and advisers could bear the brunt says Alex Ellerton, associate director at BDO
Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.
Aim Two Three, the support service for product providers set up by former threesixty director David Ingram, has launched a survey to find out what help advisers and principals need ahead of the retail distribution review (RDR).
New Model Business Academy's Lee Travis looks at the options for advisers who will not be RDR ready on 1 January 2013.
The advent of RDR is changing the way advisers view their investment offering, says Phil Lindsay, development director (UK) at OBSR.
In the wake of RDR, platforms have an opportunity to consolidate their position by providing advisers with all the tools to succeed, says David White, head of Fidelity FundsNetwork.
An alternative assessment route being offered by New Model Business Academy has been added to the list of qualifications meeting retail distribution review (RDR) requirements by the Financial Services Authority (FSA).
Practicing financial advisers will not have to sit further examinations if the FSA increases the qualification standards for pension transfers.
The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).
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.