RDR

Just 10% of Personal Finance Society (PFS) members intend to exit the advice market post-RDR, according to the organisation's latest research.

Morningstar's Anastasia Georgiou explains how technology can help you run a more efficient business in the lead up to RDR.

Almost half of financial advisers expect the RDR to result in more capital being allocated to ‘star' fund managers, but its effect on other areas of product selection will be more muted, new research suggests.

The launch of a work-based RDR assessment that can be completed in a single day has sparked a new debate over the role and suitability of 'alternative' exams.

Justin Lowes, managing director of Lowes Wealth Management, examines platform charging pre- and post-RDR.

Firms have not changed the way they assess clients’ suitability in 20 years, but new guidance from the FSA pulls no punches, writes Bob Freeman, vice-president of Voyant UK

The term ‘fund supermarket' is redundant, outdated and misleading and confuses the real debate about which platforms provide the best service and execution, Cofunds says.

Paul Hudson, CEO of Cirencester Friendly, welcomes recent FSA proposals to exempt certain Holloway-style protection products from the RDR's fee-charging and professionalism rules, but insists there is still work to be done.

An RDR-ready qualification aimed at experienced advisers and which could take just one day to complete is set to be launched.

Advisers should trumpet their specialist knowledge as the RDR is set to ring the changes over IFA charging, writes Sue Mallender, senior associate at Bovill.