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RDR

RDR

The road to RDR

How will the Retail Distribution Review affect the retirement advisory market? Fiona Murphy takes you through this month's Inquiry

clock 21 February 2012 •

RDR

PFS calls for clarity on LTC impact on independence

The Personal Finance Society (PFS) is seeking clarity from the Financial Services Authority (FSA) on whether advisers will need extra qualifications on long term care (LTC) insurance to remain independent post-RDR.

clock 21 February 2012 •

Investment

JM Finn inks discretionary deal with Bristol planner

JM Finn & Co has penned a deal with Brunel Capital Partners which will see it provide discretionary management services to the financial planning firm via a wrap platform.

clock 20 February 2012 •

RDR

Sense: Independence an 'insurmountable challenge' for sole traders

Retaining independent status post-RDR will not be as onerous for large firms or networks as some in the industry believe, but will be an 'insurmountable challenge' for sole traders, acccording to the managing director of the Sense network.

clock 17 February 2012 •

Your profession

What to look for in your next employer

Graham Cross, managing director of wealth manager and corporate adviser Helm Godfrey, outlines what an individual IFA should look for in a prospective employer post-RDR.

clock 16 February 2012 • 4 min read

RDR

Legacy assets: Why the industry needs clarification

Ed Dymott, head of commercial at Fidelity Worldwide Investment, on why the FSA needs to offer clarification on legacy business sooner rather than later.

clock 16 February 2012 •

Your profession

Do providers know what you want?

The lang cat’s Mark Polson begins his new column in Professional Adviser by challenging providers to think more about how their products will be used.

clock 16 February 2012 •

Wrap/platforms

Investment trusts and the struggle for shelf space

Trust providers still have to battle a number of misconceptions before advisers can truly understand the benefits of closed-ended structures, writes Ed Morse, head of investment trust business development at F&C Investments.

clock 16 February 2012 •

Regulation

Selling: Not a dirty word

The word ‘selling’ has become taboo in financial services circles, but why? A group of advisers is now encouraging peers to get out there again and push the products they believe in

clock 16 February 2012 •

Wrap/platforms

Nucleus to roll out execution-only wrap in Q3

Nucleus is launching a white label, execution-only platform in Q3 which will help advisers build and market a direct wrap proposition for clients.

clock 16 February 2012 •
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