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RDR

RDR

Independence vs restricted - your questions answered

Gillian Cardy goes through the top questions advisers have about independence versus restricted debate.

clock 23 October 2012 •

RDR

AWD: 'We won't take on clients with £50k or less'

AWD Chase De Vere will take on no new clients worth £50,000 or less following the Retail Distribution Review (RDR), according to the group's head of communications Patrick Connolly.

clock 23 October 2012 •

RDR

LV= launches RDR adviser charging strategy

Retirement specialist LV= has released its Retail Distribution Review (RDR) adviser charging strategy just nine weeks before the deadline.

clock 23 October 2012 •

Wrap/platforms

Axa Elevate platform to allow ad hoc payments

Axa has finalised its adviser charging structure on the Elevate platform, with five different ways to charge clients, including an ad hoc payment option.

clock 23 October 2012 •

RDR

Most advisers will reduce service for poorer clients - study

Almost two-thirds of UK-based advisers say it will not be profitable to advise clients with less than £50,000 after the Retail Distribution Review (RDR), according to research.

clock 22 October 2012 •

RDR

IFAs' client numbers surpass bank-based advisers

The total number of consumers employing independent advisers has passed the number seeking advice from their bank, according to comparison website VouchedFor.

clock 22 October 2012 •

RDR

Barclays wealth arm consults FSA over fund group admin fees

Barclays' wealth arm is in talks with the regulator about charging asset managers administration fees when their funds are recommended for private client portfolios.

clock 18 October 2012 •

RDR

What do RDR share classes mean for advisers?

Threadneedle's Gary Collins explains what the new range of RDR share classes mean for advisers and their clients.

clock 18 October 2012 •

Investment Trusts

ITs target wider market as RDR approaches

INVESTMENT TRUSTS

clock 18 October 2012 •

Adviser tips

Six tips to meet the UCIS advice rules

UCIS ADVICE

clock 17 October 2012 •
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