Towergate launches RDR transition kit for small firms

Launching on August 2, Transition Toolkit provides third party IFAs with a neutrally-branded set of six tools, including an investment solution, client service programme, risk-profiling and an IFDL-powered investment platform. "We saw a huge opportunity to take our tools and take them out into the sector," says CEO Ian Darby (pictured). The Private Client Programme toolkit will prove especially useful, says Towergate, in helping firms shift to a recurring fee model and segment their business offering. The acquisition-hungry firm is targeting small, high-quality IFAs who do not want...