adviser firms

Some 27% of advisers expect to have sold their firms within three years according to research.

SEI Investment Management Unit head of investment solutions Andrea Hohlachoff looks at advisers' increasing use of discretionary fund managers and asks what are clients really getting or their money?

Financial advisers have embraced the Retail Distribution Review's (RDR) push for higher qualifications and are looking to extend their level of expertise beyond the mandatory QCF Level 4, an advisory support group said.

The number of firms de-authorising jumped 214% between March and April, according to research by Matrix Solutions based on Financial Conduct Authority (FCA) data.

DFM

Fifteen adviser firms have signed up to Verbatim Asset Management's Retail Distribution Review (RDR)-ready investment solution.

Providers must be clear about the consumers they want to reach post-Retail Distribution Review (RDR) to bolster their adviser networks, Aviva has said.

Advisers can service the projected hard to reach middle-market post-Retail Distribution Review (RDR) with a good value proposition, according to Aviva.

Advisers must not lose sight of their clients' needs in the run-up to the Retail Distribution Review (RDR), AXA Wealth has said.

Equity release advisers need to ask themselves whether they adequately consider client longevity, according to Bridgewater Equity Release.