RDR

Investment trusts have an inbuilt advantage over of their open-ended peers in the run up to RDR, writes F&C's Ed Morse.

A 'read-across' of the retail distribution review (RDR) to the protection space remains a possibility and intermediaries must continue to lobby hard to prevent it, an industry consultant said.

Chartered financial planner Shannon Currie is confused. Why do providers who successfully win business from her then do everything they can to lose it?

Graduates are usually - but not always - fresh-faced, eager and ready to learn. Question is: how do you spot the ones who are right for your business?

According to research reported in last month's COVER, many IFAs have poor protection market knowledge. Do you agree and what should be done about it? Do we need a dedicated protection exam?

Watch our latest interview with the CII about your gap fill needs in the run-up to RDR, and your CPD requirements after it.

Congratulations, reader, for completing our RDR gap fill article on the main investment theories.

Independent advisers say they are undeterred by ambitious plans at Lloyds Banking Group to double sales and profits from its bancassurance division.

Iain Herbertson, managing director of City Trustees, explains the benefits of flexible drawdown.

Perspective Financial's Julie Hepworth outlines how firms can satisfy a regulator growing hungrier and hungrier for firms' sales data...