Trust providers still have to battle a number of misconceptions before advisers can truly understand the benefits of closed-ended structures, writes Ed Morse, head of investment trust business development at F&C Investments.
Platform FundsNetwork is developing functionality to allow advisers to declare whether or not their post-RDR activities constitute "advice" in a bid to clear up ambiguities surrounding legacy commission.
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?
Almost a third of discretionary fund managers (DFM) cannot deal with direct investments into structured products, according to an analysis of the market.
Adviser support specialist Parmenion has linked up with Sarasin & Partners, to provide a range of investment portfolios.
The Financial Services Authority (FSA) has fined discretionary fund managers McInroy & Wood Limited (MWL) £15,050 for breaching the regulator's client money rules.
Patrick Ingram, head of corporate relationships at Parmenion, explains how to achieve an efficient and affordable proposition
HMRC has proposed that where advisers arrange transactions for clients their services will continue to be exempt from VAT post-RDR, under draft rules published today.
In the wake of RDR, platforms have an opportunity to consolidate their position by providing advisers with all the tools to succeed, says David White, head of Fidelity FundsNetwork.