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RDR

uncategorised

Axa Winterthur boosts fund choices for The One

Axa Winterthur Wealth Management has enhanced its single pension product, The One, to offer a greater choice of funds.

clock 11 September 2009 •

Your profession

IFAs reluctant to relinquish hold on commission

IFAs are becoming more reliant on income from commission, despite regulatory pressure to move towards a fee-based model, research from Russell Investments shows.

clock 10 September 2009 •

Your profession

Will the RDR bring us close to the US model?

Dan Draper, global head of Lyxor ETFs, explains how the RDR is set to bring the UK intermediary market closer to the US investment advisory model.

clock 04 September 2009 •

RDR

Third of firms will be mostly fee-based post-RDR

Just one in three advisers expect their business revenues to be mostly generated from fees after 2012, according to research.

clock 04 September 2009 •

Individual Protection

Insurers move to offer IFAs mixed commission option

A growing number of insurers are mulling introducing a mixed commission option for advisers selling their protection products.

clock 03 September 2009 •

Your profession

Advisers invited to RDR exam feedback events

A dozen regional events enabling advisers to give their feedback in person on draft core units agreed for QCF Level 4 qualifications have been announced by the Financial Services Skills Council (FSSC).

clock 02 September 2009 •

RDR

Fresh guidance needed for RDR-ready advisers - Axa

AXA Winterthur Wealth Management is calling on the FSA to clarify the position under the new RDR framework for financial advisers who have already reached QCF Level 4.

clock 25 August 2009 •

Your profession

Forget Trollope-Here comes the Churchouse Chronicles

Guildford-based IFA Keith Churchouse is in the late stages of publishing The First Churchouse Chronicles, a book documenting his 24 years in financial services.

clock 19 August 2009 •

Your profession

Affluent expands with new paraplanner hire

Affluent Financial Planning has hired a paraplanner as part of plans to prepare for sweeping changes under the RDR.

clock 17 August 2009 •

Your profession

Better Business: Unbundle your way to a brighter future

In an extract from their book 'Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services', Nick Bamford and Martin Bamford explain that while advice and products are currently packaged for remuneration purposes,...

clock 13 August 2009 •
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