RDR

The drive towards higher professional standards is here to stay, according to Sesame Bankhall.

Towergate Financial has announced Investment Services Scotland as the first IFA firm to sign up to its new Transition Toolkit.

Ed Dymott, head of UK fund partners at Fidelity, discusses the RDR platform proposals that still need clarifying to achieve a level playing field.

With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.

Data management will play a crucial role in ensuring advisers are RDR ready.

As IFAs prepare their businesses for RDR, Maria Merricks finds out how to attract wealthy clients and hold onto them.

The transition to adviser charging is increasingly focussing advisers' attention ahead of the RDR deadline while concern over qualifications wanes, according to research from L&G.

Current VAT rules threaten to penalise clients paying in instalments and could undermine the RDR's aims, warns Skandia.

Sitanta Ni Mathghamhna looks at why risk management should be a top priority for advisers.

Sue Mallender, senior associate at Bovill, discusses how achievable retaining ‘independent' status will be for advisers seeking to be RDR-ready.