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RDR

Wrap/platforms

What to expect from your platform post-RDR

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.

clock 08 September 2011 •

RDR

NMBA alternative assessment added as RDR-ready qualification

An alternative assessment route being offered by New Model Business Academy has been added to the list of qualifications meeting retail distribution review (RDR) requirements by the Financial Services Authority (FSA).

clock 07 September 2011 •

RDR

FSA: New pension transfer exam standards can be met with CPD

Practicing financial advisers will not have to sit further examinations if the FSA increases the qualification standards for pension transfers.

clock 07 September 2011 •

RDR

Independent or restricted? Read these guidelines to help you decide

The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).

clock 07 September 2011 •

RDR

Why independent v restricted makes no sense

A financial services marketing expert has suggested consumers care very little about the status of their adviser and criticised the FSA's choice of terminology on the issue.

clock 06 September 2011 •

Charging

Sheriar Bradbury: Massow's trail commission model may just work

Adviser Sheriar Bradbury says Ivan Massow may be on to something with his new commission refund business...

clock 06 September 2011 •

ETFs

RDR unlikely to increase direct retail ETF use says Feifa head

The Retail Distribution Review (RDR) will not change independent financial advisers'(IFAs) reluctance to use ETFs because they do not fully understand how they work, says the head of an industry body for advisers.

clock 05 September 2011 •

RDR

Massow's trail commission crusade: Four questions

Ivan Massow is back with a controversial new business idea - and he is ready for a "punch-up" as he tries to pinch advisers' clients.

clock 05 September 2011 •

RDR

Openwork rolls out client bank segmentation tool

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.

clock 02 September 2011 •

Investing in the profession

IFP unveils pension and retirement RDR gap-fill programme

The Institute of Financial Planning (IFP) has launched an online learning programme designed to help advisers fill any knowledge gaps they may have ahead of the Retail Distribution Review (RDR).

clock 01 September 2011 •
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