RDR

The FSA wants to monitor complaints data for individual advisers throughout their careers, with information linked to Individual Reference Numbers.

(Updated) The FSA is proposing to add two new sections to the RMAR meaning firms must disclose adviser and consultancy charging revenue as well as data on client numbers and charging structures.

The new Professional Edge consultancy service from AXA Wealth will run a series of nationwide IFA seminars and workshops.

Firms offering unqualified IFAs 'lay advocate' roles post-RDR face a serious compliance headache, an investment consultant has warned.

Over half (57%) of IFAs will target protection sales as a source of new revenue post Retail Distribution Review (RDR), Aviva has found.

Suffolk Life's Claire Brooks offers advice on the areas of RDR still worrying advisers.

Fund groups have recognised there are areas where they can offer help and expertise to ensure advisers meet the RDR deadline.

John Porteous, chartered and certified financial planner, considers whether advisers really need to have independent status post-RDR.

Michael Wall, managing director of Beaumont Robinson, explains why the new regulatory environment does not signal Armageddon for advisers.

There's still time to get your firm in order for RDR. Rebecca Thorpe, principal at Bovill, offers her guide to meeting the requirements.