Advisers eye client segmentation in RDR survival bid

clock

Separating lucrative customers from the unprofitable will form the centerpiece of advisers' survival strategies in the build up to 2012, a white paper suggests.

A third of firms see client segmentation as the area they will make the most changes to in the next three years as the Retail Distribution Review (RDR) is implemented, the paper from software provider 1st-The Exchange found. Analysts predict as much as 50% of the current adviser community could be forced out by proposals in the RDR, which include new minimum qualification requirements. In 'Future Distribution: Interregnum & Opportunity', 1st-The Exchange says the advice arena is undergoing a unique transition period in which opportunities abound for IFAs. But it argues UK firms may fi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

News editor's view: The advice profession is getting bigger, but is it getting better?

News editor's view: The advice profession is getting bigger, but is it getting better?

The news editor's Friday Night Takeaway from 11 September

Isabel Baxter
clock 11 September 2026 • 3 min read
Feel Good Friday: Rosemount renews mental health partnership for advisers

Feel Good Friday: Rosemount renews mental health partnership for advisers

Supporting The Global Returns Project, Grief Encounter, FoodCycle and Verve Foundation

Professional Adviser
clock 11 September 2026 • 1 min read
Is compliance the hidden driver of business value and saleability?

Is compliance the hidden driver of business value and saleability?

'The reality is simple - buyers will pay more for certainty'

Paul Bruns
clock 09 September 2026 • 7 min read