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RDR

Regulation

Worst ravages of RDR over as advisers in 'survival mode' halve

Advisers have overcome the biggest hurdles they were confronted with as a result of the Retail Distribution Review (RDR), according to a poll, with the number reporting they are still in "survival mode" having halved.

clock 17 September 2014 •

Your profession

PFS names IFA firm MD David Thomas as president

The Personal Finance Society (PFS) has named the managing director of Chartered IFA Chadney Bulgin David Thomas as its president for 2014/15.

clock 16 September 2014 •

Adviser tips

Meet Dr IFA: The advisers looking (way) beyond Level 6

Forward-thinking advisers are seeking ways to differentiate themselves from their peers. Nicola Brittain tracks down some of those scaling new heights in advisory learning...

clock 12 September 2014 •

RDR

FSCP: RDR side-steppers obstructing trust campaign

Evidence of advisory firms and providers avoiding their obligations following the Retail Distribution Review (RDR) is harming the ongoing campaign to rebuild public trust in financial services, according to the Financial Services Consumer Panel (FSCP)....

clock 11 September 2014 •

Your profession

Foster Denovo to close adviser events business after inducements clampdown

National advisory group Foster Denovo is set to close a subsidiary which put on provider-funded events for its 80-plus advisers after a regulatory clampdown on inducements.

clock 10 September 2014 •

TCF

Facing RDR: One adviser's story coaxing clients to fees

One adviser's story coaxing clients to fees

clock 02 September 2014 •

Regulation

Consumer Panel chair launches scathing attack on firms' TCF duty

The chair of the Financial Services Consumer Panel (FSCP) has offered harsh criticism of firms' efforts to improve how they deal with clients, saying she doesn't believe most have embraced the idea of treating customers fairly.

clock 20 August 2014 •

RDR

Aegon distances itself from executive's 'view' on advisers

Product provider Aegon has distanced itself from a view attributed to its head of marketing that advisers have been "disintermediated" and that its future lies in direct relationships with consumers.

clock 19 August 2014 •

RDR

Consumer confidence in financial services 'remains low post-RDR' - adviser poll

Almost half of advisers (47%) do not think consumer confidence in financial services has risen since the introduction of the Retail Distribution Review (RDR), according to Cofunds research.

clock 13 August 2014 •

Regulation

Regulation round-up: Disclosure, simplified advice and payday lending

Regulation round-up: Disclosure, simplified advice and payday lending

clock 08 August 2014 •
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