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RDR

RDR

PFS calls for clarity on LTC impact on independence

The Personal Finance Society (PFS) is seeking clarity from the Financial Services Authority (FSA) on whether advisers will need extra qualifications on long term care (LTC) insurance to remain independent post-RDR.

clock 21 February 2012 •

Wrap/platforms

Axa Wealth lifts lid on execution-only wrap

Axa Wealth is launching its direct platform proposition - Axa Self Investor - this summer, which will be backed by a UK-based telephone support team.

clock 20 February 2012 •

RDR

Guinness launches 'clean fee' share class across fund range

Guinness Asset Management has launched a new share class across its fund range, becoming the latest firm to gear up for RDR with the launch of a ‘clean fee' structure.

clock 20 February 2012 •

RDR

Sense: Independence an 'insurmountable challenge' for sole traders

Retaining independent status post-RDR will not be as onerous for large firms or networks as some in the industry believe, but will be an 'insurmountable challenge' for sole traders, acccording to the managing director of the Sense network.

clock 17 February 2012 •

RDR

Legacy assets: Why the industry needs clarification

Ed Dymott, head of commercial at Fidelity Worldwide Investment, on why the FSA needs to offer clarification on legacy business sooner rather than later.

clock 16 February 2012 •

RDR

Rathbones to launch RDR-ready share classes on 1 March

Rathbone Unit Trust Management is to launch RDR-ready 'institutional' share classes across its fund range from 1 March.

clock 16 February 2012 •

RDR

BSI consults on new standard for advice firms

The British Standards Institute (BSI) is consulting on a draft of a voluntary service standard for financial advice businesses.

clock 15 February 2012 •

RDR

RDR: What opportunities will it bring?

Steve Lowe looks at the potential opportunities for advisers post RDR

clock 15 February 2012 •

RDR

Saffron Building Society confirms IFA arm sale to Towergate

East Anglia-based Saffron Building Society has transferred its financial planning subsidiary, Saffron Independent Financial Advisers to Towergate Financial.

clock 14 February 2012 •

RDR

Tenet targets independence for most advisers

Adviser group Tenet has said remaining independent will be near-compulsory for its members.

clock 14 February 2012 •
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