RDR

Financial Conduct Authority (FCA) policy director David Geale has dismissed concerns some retirees have been priced out of advice - but said the challenge was matching those firms able to serve lower income clients with the relevant consumers.

A quality kitemark for financial advisers could soon be back on the table as charity Fairlife prepares new proposals.

A surge in demand post-RDR makes for positive headlines, but it also masks a bigger problem

Why the old life company service model just doesn't work

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

Investment advisers are still heavily reliant on income paid through commission, according to the latest research by the Association of Professional Financial Advisers (APFA).

Top five tips for RDR ‘missionaries'

Trail commission is still important to the income of almost all advisers, according to research by software provider Intelliflo, despite the looming deadline that will see the payment method switched off for many of their clients.

Wealth management firms are facing more serious consequences from a failure to meet suitability requirements as the regulator puts practices under fresh scrutiny.

The 400-day problem, solved