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RDR

RDR

Facing up to price-sensitive clients

Paul Harrison, head of business consultancy at Prudential, explains how having a clear and open remuneration model can improve the efficiency of your business.

clock 26 January 2012 •

Your profession

A brave new world

IntelliFlo managing director Nick Eatock reveals how advances in technology will help advisers adapt to an evolving marketplace.

clock 26 January 2012 •

RDR

On your marks: Your six-point guide to RDR readiness

Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals her eight step plan to get your business RDR-ready by the December 2012 deadline.

clock 26 January 2012 • 6 min read

Your profession

Where (and who) next for AIFA?

Cash poor, unpopular and without a director-general, AIFA members are beginning to call for radical measures to rescue the organisation.

clock 26 January 2012 • 3 min read

Wrap/platforms

Platforms: FSA to launch another consultation on rebates

The FSA will release a platform consultation paper within the next couple of months setting out draft rules on rebates and regulations for execution-only platforms, after Deloitte completed its research into the sector.

clock 25 January 2012 •

RDR

RDR soundbites: What advisers really think

A poll of some 700 advisers - who were permitted to respond anonymously - has revealed what they really think about the Retail Distribution Review (RDR) and, crucially, what their clients think...

clock 24 January 2012 •

RDR

Independence still priority as advisers eschew retirement

The overwhelming majority of advisers using platforms are still aiming to remain independent after the implementation of the retail distribution review (RDR), with only a handful looking to retire, it has been suggested.

clock 23 January 2012 •

RDR

AIC draws up seven-step RDR action plan

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).

clock 23 January 2012 •

Investment

Sanlam adds £46m assets with dual acquisition

Sanlam Private Wealth (SPW) has purchased the client banks of two businesses as it ramps up its acquisition plans ahead of implementation of the retail distribution review (RDR).

clock 23 January 2012 •

Protection

Protection 2012 - Facing the future

Protection business in 2012 and 2013 will be affected by events this year and some fundamental changes to the way customers policies are priced into the next. Richard Verdin explains.

clock 20 January 2012 •
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