RDR

David Hesketh, group M&A manager at Perspective Financial Group, looks at the four options for IFAs who are not yet RDR-compliant.

US financial planning technology provider Voyant has teamed up with Australian peer FinaMetrica to launch a risk profiling platform for advisers.

Bristol-based advice firm Sovereign IFA is buying up the business of small IFAs who are looking to exit the industry as the RDR comes into full effect.

Active manager SCM Private has brought its ETF portfolios onto independent platform Ascentric, making them available to IFAs and retail investors.

The restricted versus independent debate has polarised industry opinion. Maria Merricks talks to three industry experts with conflicting views...

Nick Plumb, IFA at Bright Financial Planning Ltd in Sudbury, vents his spleen on the RDR.

David Ingram, director of threesixty Services, explains how to advise on unregulated collective investment schemes in a compliant fashion.

Only a third of the adviser market is far enough down the road to meeting the RDR deadline, according to Scottish Widows' head of distribution development Robert Kerr.

Baillie Gifford's James Budden says the RDR is a levelling tool the investment trust sector should welcome.

With the evolving RDR, Macquarie Bank's John Porteous says firms who want to be well placed for the future should look to combine robust client planning with low cost.