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RDR

Europe

MEP calls for independent impact assessment of MiFID II

Syed Kamall, member of the European Parliament for London, said he is "not impressed" with the European Commission's assessment of the impact of EU regulation on the UK, and has called for an independent review of proposals to only ban IFAs from receiving...

clock 24 October 2011 •

RDR

Lowe expects providers to create annuity shopping services

Banks and providers will create services to help customers shop around for annuities if reforms to the open market option (OMO) succeed, Steve Lowe, director of external affairs at Just Retirement says.

clock 21 October 2011 •

RDR

Time's almost up, so what are you going to do about investment?

There are five investment processes your firm can offer in a post-RDR world

clock 20 October 2011 •

Investing in the profession

Bigger isn't always better

Why a platform should be judged on more than just AUM

clock 20 October 2011 •

Wrap/platforms

Platforms: How to get the most out of... Skandia

The latest part of our popular series examining those little known features on your favourite platform

clock 20 October 2011 •

RDR

What will your business look like post-RDR?

- What client segment or segments will you serve? HNWIs, mass affluent or the mass market?

clock 19 October 2011 •

RDR

JLT Wealth branches into tele-advice

JLT Wealth Management has unveiled a telephone-based advice service for its individual and corporate clients in preparation for the retail distribution review (RDR).

clock 19 October 2011 •

RDR

Gay tells advisers to use liability as a selling point

Advisers must tell clients buying advice lets them transfer some of the liability for transactions to their IFA, Stephen Gay, director general of the Association of IFAs (AIFA) said.

clock 19 October 2011 •

Protection

Gender Pricing - The race to 2012

It's not just the Olympics that will make headlines in Britain next year - the gender pricing directive comes into force in 14 months. So what should IFAs do now to prepare for it? Duncan Heald investigates

clock 17 October 2011 •

Your profession

Blog: The US is playing catch-up in financial planning

Chartered financial planner Phil Billingham, head of business consultancy at Threesixty Services, takes a global look at how advisers are coping with new regulations.

clock 14 October 2011 •
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