RDR

The FSA began its final round of RDR surgeries last week, less than a year before full roll-out of the new rules. But surprises continue to crop up. Alasdair Pal spoke to a few of the early attendees…

Mark Hendricks asks what discretionary managers bring to a retirement planning strategy.

The FSA has warned advisers about "conflicts of interest" arising from holding shares in platforms.

The number of people earning more than £100,000 per year who use financial advisers has halved since 2008, according to AT Kearney.

A website providing details of online financial advice offerings has been launched.

Mark Palmer, director of products and marketing at Invu, reveals how advisers can reduce costs, automate RDR compliance and, critically, improve competitive position by using effective data storage.

Mark Loosmore of IRESS finds out how marketing firm ClientsFirst is helping advisers prepare their businesses for the new regulatory environment through the use of PR, email and newsletter campaigns.

Pensions minister Steve Webb angered IFAs last week by saying he did not want small employers to seek ‘expensive’ auto-enrolment advice. But do advisers want the business?

Rob Gleeson, investment product consultant at FE, explains all you need to know about the various fund rating systems in the market

Thinking about selling your business? Charlotte Richards finds out all you need to know from experts who have bought and sold firms in the past.