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RDR

RDR

RDR may mean more expensive, less accessible advice - Tory MP

People who really need good financial advice risk being shut out by FSA-led industry reforms, shadow pensions minister Nigel Waterson says.

clock 18 November 2009 •

Regulation

Age no threat to exam success - CISI

Age is no barrier to attaining further qualifications, results from the latest round of Chartered Institute for Securities and Investment (CISI) exams suggests.

clock 17 November 2009 •

Investment Trusts

Advisers crucial to future of investment trusts-JPMorgan

Over a third (35%) of investment company directors say advisers are fundamental to developing a larger retail shareholder base for investment trusts, suggests a survey by JPMorgan.

clock 16 November 2009 •

RDR

Platforms must address transparency issues - Novia

Platforms risk being undermined by a lack of transparency and must address some crucial questions if the RDR is to be effective, warns Novia.

clock 13 November 2009 •

RDR

RDR will expose poor value for money managers: Buxton

Schroders' Richard Buxton believes the RDR could flush-out managers who simply track their index while charging hefty management fees.

clock 12 November 2009 •

Your profession

Adviser Focus: Gillian Mackenzie

New recruit Gillian Mackenzie discusses the importance of qualifications.

clock 10 November 2009 •

Your profession

Bank advisers embrace 'no regrets' promise in RDR push

Tied advisers are "just getting on" with meeting new minimum qualification proposals in the RDR by attaining QCF Level 4 under the FSA's ‘no regrets' promise.

clock 06 November 2009 •

Regulation

Level 3 'sufficient' for simplified advice - Aegon

The FSA should reconsider its proposals for qualification standards for simplified advice processes to determine where QCF level 3 might be sufficient, insurer Aegon says.

clock 05 November 2009 •

Your profession

AIFA fights on for work-based competency tests

Association of IFAs (AIFA) director general Chris Cummings has pledged to continue the fight for work-based assessments of financial advisers not yet qualified to the required QCF Level 4 standard.

clock 04 November 2009 •

Protection

RDR: Shaping the future?

The implementation of the RDR, in consultation until 30 October, will impact on protection, both through the providers and directly on IFAs. Stephen Gay, director of distribution development at Aviva Life, Robert Kerr, head of distribution development...

clock 02 November 2009 •
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