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RDR

RDR

Advisers have just three months before 'real' RDR deadline

Advisers who have not started studying for Level 4 before the end of this year could be in danger of missing the 31 December 2012 RDR deadline, according to the Institute of Financial Services (IFS) School of Finance.

clock 06 October 2011 •

Your profession

Openwork splits support and recruitment ahead of RDR

Openwork has split its recruitment and adviser support businesses ahead of the retail distribution review (RDR), it has announced today.

clock 05 October 2011 •

Investing in the profession

Why alternative assessment 'not a soft touch'

The company behind a new alternative assessment route to QCF Level 4 has insisted it will not be a 'soft touch' compared to any traditional routes.

clock 05 October 2011 •

Wrap/platforms

Alliance Trust looks to enter wrap race

Alliance Trust Savings (ATS) has unveiled plans to expand its direct to consumer (D2C) platform to IFAs, in a challenge to traditional players.

clock 04 October 2011 •

Wrap/platforms

Cofunds: FSA platform policy is undermining RDR

The regulator has missed a vital opportunity to provide clarity over platform rules and its current "cluttered" policy risks undermining RDR, Cofunds has warned.

clock 04 October 2011 •

RDR

HSBC to launch low-cost RDR friendly range

HSBC Global Asset Management (GAM) is to launch three low-cost portfolios, offering access to global equity and bond markets as well as alternative investments.

clock 03 October 2011 •

Investment Trusts

Funds at a knocked-down price

The battle between investment trusts and OEICs is long standing, but when it comes to cost, one side comes out on top, writes Kyle Caldwell.

clock 03 October 2011 •

Your profession

Five things your clients will call you about this week

Nationals round-up: More coverage of trail commission, a negative analysis of the flailing absolute returns market and new criticism of whole of life policies.

clock 03 October 2011 •

Regulation

FSA to sit in on City board meetings

The Financial Services Authority (FSA) has been sitting in on the board meetings of some of the largest City firms.

clock 29 September 2011 •

RDR

Advisers predict RDR will push clients back to direct sales

More than half of IFAs predict the retail distribution review (RDR) will drive consumers to self-invest over the next year, Legal & General (L&G) Investemnts says.

clock 29 September 2011 •
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