RDR

In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…

Independent, whole-of-market advice will be the preserve of the better-off once rules set out in the retail distribution review (RDR) are implemented, according to industry veteran Keith Carby.

GBST Wealth Management's Robert DeDominicis says consumers' financial illiteracy is the biggest barrier to RDR success.

The Financial Services Authority (FSA) has clarified the conditions firms need to meet to qualify for an exemption from the Retail Distribution Review's (RDR's) adviser charging and professionalism requirements when selling income protection products...

Industry stakeholders are locked in talks in a bid to reach consensus over what constitutes legacy assets as they prepare for life after 2012.

Around 50% of products currently on the market will not allow advisers to meet their RDR requirements, according to new research from administrator Capita and consultancy AT8 Group.

Joel Turland, managing director of T&C software company Redland Business Solutions, takes a closer look at the challenges of introducing statements of professional standing for advisers

Almost a third of consumers who recently purchased a product through an IFA were not given a key features document (KFD), or cannot recall receiving one, research commissioned by the FSA suggests.

Aviva's Dean Lamble reveals some surprising results from the insurer's most recent Hot Issues Tracker adviser survey.

Up to 11 million additional people could seek financial advice if the aims of the retail distribution review (RDR) are explained to them properly, the Chartered Insurance Institute (CII) estimates.