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RDR

Your profession

Consolidator Attivo Group acquires 200-client IFA

Adviser firm consolidator Attivo Group has acquired Reading-based IFA Sanderson Financial Consulting for an undisclosed sum - the first of what it hopes will be 12 purchases in 2015.

clock 10 February 2015 •

Your profession

Advisers unafraid Standard Life is back on their turf

Advisers have reacted to Standard Life's return to advice with a mix of indifference and a sense of history repeating itself

clock 09 February 2015 •

Your profession

Perfect planning or professional elitism? The lowdown on the BACK2Y conference

Perfect planning or professional elitism? The lowdown on the provider-free conference

clock 04 February 2015 •

Investment

L&G to close with-profits fund to new business

Legal & General is to close its with-profits fund to new business after interest waned post-RDR.

clock 30 January 2015 •

Investment

Artemis' Tyndall: 'No-names' like we were might struggle today

‘No-names’ like we were might struggle today

clock 27 January 2015 • 7 min read

Equities

Swiss firm targets UK retail clients with RDR share class

Swiss asset manager Unigestion is expanding its presence in the UK to retail and intermediary clients by launching an RDR-compliant share class on a range of funds.

clock 17 December 2014 •

RDR

FCA concedes RDR has led clients to question value of advice

The banning of commission on retail investments and the subsequent revelation of the "true cost" of advice has led some clients to consider the value of what their adviser offers, the Financial Conduct Authority (FCA) has conceded.

clock 16 December 2014 •

RDR

FCA refers one firm to enforcement over RDR changes

The Financial Conduct Authority (FCA) has found increased professionalism in the advice sector and better disclosure of services and charges, but one firm has been referred to enforcement for "insufficiently engaging" with the Retail Distribution Review...

clock 16 December 2014 •

Regulation

RDR is working, FCA declares

The Financial Conduct Authority (FCA) has declared the Retail Distribution Review (RDR), its "once in a generation" project to revamp the retail investment advice market, is working, though some concerns remain on the costs and labels of advisers' services....

clock 16 December 2014 •

RDR

Small firms 'hanging on' to trail income, says consolidator

Small firm consolidation in the financial advice market has yet to materialise as predicted because many owners are "hanging on" to the trail commission they earn on pre-Retail Distribution Review (RDR) business, according to one acquirer.

clock 15 December 2014 •
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