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RDR

Your profession

Axa Wealth cuts sales team by 30

Axa Wealth has cut its sales team by 30 staff in a bid to restructure the business following the completion of several projects.

clock 30 January 2013 •

Investment

Axa Wealth CEO: 2013 - the challenges and the opportunities

Axa Wealth chief executive Mike Kellard casts his eyes on the challenges and opportunities he expects 2013 will bring.

clock 28 January 2013 •

Investment

Due diligence: what you need to know to appease the FSA

Advisers need to look at the product first and the client second when they are doing due diligence to meet the "very high" standards the Financial Services Authority (FSA) expects, according to Regulatory Legal, a law firm specialising in financial services...

clock 28 January 2013 •

RDR

FSA answers IFAs' top RDR questions

The Financial Services Authority (FSA) has answered 22 of advisers' key questions about the ongoing implementation and supervision of the Retail Distribution Review (RDR).

clock 25 January 2013 • 10 min read

RDR

Workplace saving could grow following RDR

A third of employees would be willing to pay for an in-house financial adviser provided by their employer, according to Deloitte.

clock 25 January 2013 •

Charging

Lock and load: Steve Young lays into 'new' distribution models

LOCK AND LOAD

clock 24 January 2013 •

RDR

Bellamy: SJP 'well positioned' for life after RDR

David Bellamy, the chief executive of St. James's Place (SJP), has said the business is "well positioned" to reap the benefits of the new trading environment introduced following the Retail Distribution Review (RDR).

clock 24 January 2013 •

RDR

Scottish Life: early signs advisers 'coping well' with RDR

Scottish Life's illustration rates have been "significantly better" than they were in January 2012, indicating "advisers are coping well" with the transition to the new regulatory regime, according to one director.

clock 23 January 2013 •

RDR

Barclays phasing out non-advised mortgage sales

Barclays has confirmed that it is in the process of training its telephony staff to offer mortgage advice in order to phase out non-advised sales.

clock 23 January 2013 •

RDR

Are adviser conferences still relevant in 2013?

As Openwork gears up for its annual conference, Jaki Platt, partnership director at the firm, says that taking a few days away from the day-to-day running of your business to attend an event is time well spent.

clock 22 January 2013 •
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