RDR

CASH IN HAND

TECHNOLOGY

Richard Leeson goes through the many different types of client that an adviser has to deal with.

Simon Chamberlain, the founder of Succession Advisory Services, has branded life insurance companies as the ‘dark forces' of the industry and questioned their motives for setting up platforms.

A House of Lords committee has called for a ban on commission payments to financial advisers across Europe, regardless of their status.

Zurich UK Life is to restructure the business into a three-pronged proposition, with one unit to cater for all pre-retail distribution review (RDR) business and products.

FIVE THINGS

J. P. Morgan Asset Management is to develop an investment outsourcing proposition for financial advisers.

The Financial Services Authority (FSA) has admitted it still has plenty of work to do on educating the public on the Retail Distribution View (RDR), but said advisers will also have to play their part in explaining the changes to the market.

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