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RDR

Your profession

BNY Mellon offers free R02 RDR workshops

BNY Mellon Asset Management is offering advisers free R02 RDR workshops in association with the CII.

clock 17 March 2011 •

RDR

'No exam' diploma approved as RDR-ready

A work based assessment RDR qualification with no exam element has been approved by the FSA and will be available to advisers from the end of the month.

clock 17 March 2011 •

Your profession

Prosperity unveils IFA acquisition growth plan

Prosperity IFAs and Stockbrokers is in active discussions with several IFA firms about acquiring advisers as it looks to grow its numbers more than tenfold by 2013.

clock 17 March 2011 •

Absolute Returns

IFAs warn providers: Don't let low cost funds be next Absolute Return

Advisers are warning low-cost actively managed funds could disappoint investors in the same way as many flavour of the month absolute return portfolios.

clock 17 March 2011 •

Your profession

Sign Here, Here and Here!... Journey of a financial adviser

As he marks 25 years in the industry, Keith Churchouse remains optimistic about the future of independent advice, writes Rahul Odedra.

clock 17 March 2011 •

Regulation

Blog: Beware provider 'help' on RDR

David Ferguson, CEO of Nucleus Financial, wonders whether advisory firms should accept business transition help from companies that may have an ulterior motive…

clock 17 March 2011 •

Your profession

FSA v TSC: Four things we learned

Last week’s Treasury Select Committee hearing on RDR largely covered old ground. But these debates always teach you something new about the regulator...

clock 17 March 2011 •

Investment

Why should you consider a discretionary manager?

Tom Street, head of intermediary business at Rensburg Sheppards, talks to Joanna Faith about why discretionary fund management is becoming a popular choice for IFAs in the run up to RDR.

clock 17 March 2011 •

RDR

Putting the squeeze on costs

Jason Britton, chief investment officer at T. Bailey, explains why outsourcing to a multi-manager is RDR-friendly.

clock 17 March 2011 •

Wrap/platforms

How can platforms help advisers on RDR?

Zurich UK Life's Matt Connell and Richard Howells discuss how platforms will help advisers in their quest to be RDR ready.

clock 17 March 2011 •
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