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RDR

Adviser tips

Which is better in 2013: Chartered or Certified?

HEAD TO HEAD

clock 04 July 2013 • 4 min read

RDR

Adviser issues: How RDR is affecting adviser practices and provider systems

Fiona Murphy asks advisers and providers about the ‘unintended' consequences of RDR and how issues around suitability and provider systems are driving the market.

clock 03 July 2013 •

Wrap/platforms

Platforms need £40bn in assets to survive margin squeeze - Deloitte

Platforms will need to have at least £40bn in assets under management to survive the margin squeeze caused by new regulations, research by Deloitte has claimed.

clock 01 July 2013 •

RDR

SimplyBiz profits rise to £3m

Financial adviser support group SimplyBiz has reported a pre-tax profit of £3m for the year ending 31 December 2012, up 15% on the £2.5m figure recorded for 2011.

clock 01 July 2013 •

RDR

Better business: Still to have the fees chat with clients? Read this...

THE FEES CHAT

clock 20 June 2013 •

RDR

Liontrust CEO: we will not be drawn into 'super clean' race

Liontrust chief executive John Ions has said the group "does not see the need" to offer multiple share classes to different distributors in order to stay competitive.

clock 19 June 2013 •

Regulation

FCA asks Hargreaves to reveal details of share class negotiations

The Financial Conduct Authority (FCA) has asked Hargreaves Lansdown to disclose details of its negotiations with fund groups over clean share class pricing.

clock 18 June 2013 •

Adviser tips

Why initial consultations should always be free

FIRST MEET

clock 17 June 2013 •

Charging

Fund groups eye 0% share classes as alternative to 'super clean'

Some of the UK's largest fund houses are considering launching retail share classes with a 0% AMC rather than provide platforms with ‘super clean' alternatives.

clock 17 June 2013 •

Adviser tips

Six reasons you should take on a young recruit

NEW BLOOD

clock 13 June 2013 •
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