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RDR

Investment

What's your New Year's retirement planning resolution?

Retirement Planner asks industry spokespeople: What is your New Year's resolution for the retirement planning market?

clock 15 December 2011 •

RDR

Seismic changes ahead for at-retirement

Fiona Murphy rounds up 2011's at-retirement issues in the results of the Retirement Planner inquiry

clock 15 December 2011 •

RDR

Sales push: How providers are shaping their distribution models in time for RDR

With a year to go until proposals in the retail distribution review (RDR) become law, providers' distribution models are changing...

clock 15 December 2011 •

Investing in the profession

Professionalism: A Q&A with the CII

Professional Adviser asked the Chartered Insurance Institute for its views on the financial advice market as we head into 2012. This week: Professionalism.

clock 15 December 2011 •

RDR

All change: Getting paid in a post-RDR market

Neil Jones, technical project manager at Canada Life, examines the tax implications of charging fees post 2012.

clock 15 December 2011 •

Investment

Will 2012 be the year low cost actives dominate?

Could 2012 be the year low cost active funds emerge as a savvy way to keep charges down, or will they be exposed as a get-out clause for managers trying to gain space in the post-RDR world?

clock 15 December 2011 • 3 min read

RDR

A changing landscape for disclosure

Chris Read looks at changes in the disclosure landscape in the run-up to RDR with a focus on adviser charging, and asks the question: Is this all moving fast enough to get systems in place to automate these changes?

clock 14 December 2011 •

RDR

Principals warned to check small print on buy-out offers

Exiting advisers on the hunt for buyers for their firms are being warned to beware tempting deals which could have hidden pitfalls.

clock 14 December 2011 •

RDR

RBS report: FSA attention 'diverted by RDR' during crisis

The FSA's "deficient" supervision of banks in the run-up to the 2008 financial crisis was partly down to the diversion of senior managers' attention toward matters seen as more pressing at the time, such as the retail distribution review (RDR) and Equitable...

clock 12 December 2011 •

Investment

Top tips for picking a fund manager

Quantitative or qualitative research, or a combination of the two? Maria Merricks discovers the best way to decide who controls the destiny of your clients' money.

clock 08 December 2011 •
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