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RDR

Your profession

Why firm principals must think like athletes

Brett Davidson, chief executive of FP Advance, on how to improve your firm's performance in 12 months using lessons from Britain's elite athletes.

clock 05 July 2011 •

Investing in the profession

Gap fill: Are you on track?

As the CII is placed on the FSA's provisional list of accredited bodies, Steve Aspinall, director of corporate development, takes advisers through a checklist of the key points they need to know…

clock 01 July 2011 •

RDR

Revealed: The biggest barrier to RDR

GBST Wealth Management's Robert DeDominicis says consumers' financial illiteracy is the biggest barrier to RDR success.

clock 30 June 2011 •

Your profession

Why switching to non-advisory is not as easy as it looks

Is yours an advisory business considering an execution-only offering? If so, then Colin Jackson, of Baronworth Investments, suggests you think very carefully about the following...

clock 29 June 2011 •

Regulation

Are Kiwi advisers ready for their RDR deadline this week?

New regulations affecting financial advisers in New Zealand come into effect this Friday, with reports up to 300 financial advisers will be forced out of business as a result.

clock 28 June 2011 •

RDR

Firms must review Holloway plans annually to satisfy RDR exemption

The Financial Services Authority (FSA) has clarified the conditions firms need to meet to qualify for an exemption from the Retail Distribution Review's (RDR's) adviser charging and professionalism requirements when selling income protection products...

clock 27 June 2011 •

Regulation

Sants: MAS will do its bit for consumer education

The Money Advice Service (MAS) is ready and able to improve consumers' financial education and the burden will not fall solely on advisers, FSA chief executive Hector Sants has said.

clock 24 June 2011 •

Your profession

Miss anything? This week's key stories

Five key developments this week, summarised below...

clock 24 June 2011 •

RDR

Fears mount for products hit by 'legacy' commission rules

Industry stakeholders are locked in talks in a bid to reach consensus over what constitutes legacy assets as they prepare for life after 2012.

clock 24 June 2011 •

RDR

Only half of products RDR-ready

Around 50% of products currently on the market will not allow advisers to meet their RDR requirements, according to new research from administrator Capita and consultancy AT8 Group.

clock 23 June 2011 •
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