openwork
RDR
National IFA 2plan Wealth Management is to be restructured to incorporate a network model, catering for registered individuals (RIs) and appointed representatives (ARs).
21 September 2011
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Your profession
It has been another busy week in the world of financial services...
09 September 2011
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Wrap/platforms
New Openwork chief executive Mary-Anne McIntyre said the network will break its exclusive platform tie-up with Zurich UK Life as she expects the needs of clients within its diverse adviser base to draw special attention from the FSA.
08 September 2011
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RDR
Openwork is providing its advisers with a new client bank segmentation tool to help them transition for the retail distribution review (RDR) and get them ready for fee-charging business models.
02 September 2011
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Investment
Openwork has hired Paul Bridge in the role of chief operating officer (COO) to replace Mary-Anne McIntyre, who was recently promoted to CEO.
17 August 2011
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Your profession
Openwork has begun a pilot programme to start its transition to a fee charging, RDR-compliant model.
28 July 2011
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RDR
Delaying the introduction of the retail distribution review (RDR) by one year, as proposed by MPs last week, could result in an extra 10% of advisers remaining in the industry, IFA network Openwork said.
19 July 2011
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Your profession
Openwork has promoted Mark Duckworth to managing director, distribution and marketing.
13 July 2011
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Your profession
Multi-tie network Openwork has finalised its acquisition of 2plan Wealth Management after gaining final FSA approval.
11 July 2011
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