outsourcing

Platform due diligence is lacking

Report warns of risk-ratings mis-match

Is keeping investment in-house a drain?

FCA sent questionnaires to advisers

Research and ratings group Rayner Spencer Mills Research (RSMR) has launched a range of model portfolios for directly authorised small advisory firms.

Advisers of the post-Retail Distribution Review (RDR) era need their discretionary fund managers (DFM) to be "highly flexible" in agreeing investment mandates, so they can meet clients' needs, research has concluded.

The majority of financial product providers anticipate there will be an increase in the outsourcing of sales and business development within the next five years.

OUTSOURCING

The Financial Conduct Authority (FCA) is concerned about the due diligence advisers perform on investment product providers and will continue to monitor the area, technical specialist for the regulator Rory Percival has said.

OUTSOURCING