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.
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).
Practicing financial advisers will not have to sit further examinations if the FSA increases the qualification standards for pension transfers.
The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).
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.
Adviser Sheriar Bradbury says Ivan Massow may be on to something with his new commission refund business...
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.
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.
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.
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).