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RDR

RDR

Explained: The reason (some) advisers can't resist the lure of commission

Advisers have just under 500 days before the retail distribution review (RDR) bans them from receiving new commissions from providers, but the debate over the ethics of commission rages on.

clock 16 September 2011 •

Regulation

Simplified advice: FSA warns of mis-selling risk of automated systems

The FSA is warning firms developing fully-automated simplified advice processes to be mindful of the possible increased mi-selling risks they pose.

clock 15 September 2011 •

RDR

Perspective acquires Durham IFA

Perspective Financial Group has made its 24th acquisition with the purchase of Durham-based independent financial adviser (IFA) Walter Wright Financial Services (WWFS).

clock 15 September 2011 •

RDR

RDR Blog: Beware the Really Determined Regulator

The FSA has a lot to prove over the coming months and advisers could bear the brunt says Alex Ellerton, associate director at BDO

clock 15 September 2011 •

Charging

Liversidge v Lewis: The full correspondence

BBC journalist Paul Lewis and IFA Neil Liversidge have been having an interesting conversation about trail commission over the last few days...

clock 12 September 2011 •

Charging

Liversidge v Lewis: A tête à tête on trail commission

The definition of the word ‘secret' has been at the heart of a heated, but well-mannered, exchange between the BBC's Paul Lewis and Yorkshire-based IFA Neil Liversidge this week. The topic: Trail commission.

clock 12 September 2011 •

RDR

David Ingram: Tell us what RDR help you need

Aim Two Three, the support service for product providers set up by former threesixty director David Ingram, has launched a survey to find out what help advisers and principals need ahead of the retail distribution review (RDR).

clock 12 September 2011 •

Wrap/platforms

Cofunds sets Nov deadline for commission-free share classes

Platform giant Cofunds has asked fund groups to commit to developing commission-free share classes by November as it moves to align itself with RDR.

clock 08 September 2011 •

RDR

Your post-RDR options if you don't meet the deadline

New Model Business Academy's Lee Travis looks at the options for advisers who will not be RDR ready on 1 January 2013.

clock 08 September 2011 •

Investing in the profession

Should you change your investment approach post-RDR?

The advent of RDR is changing the way advisers view their investment offering, says Phil Lindsay, development director (UK) at OBSR.

clock 08 September 2011 •
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