workplace savings be a vital source adviser biz
Workplace savings schemes could get around consumer reluctance to pay for advice and become a growing market for intermediaries, according to new research out today.
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RDR
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Fiducia launches post rdr web tool
Essex-based Fiducia Wealth Management has introduced an online post-RDR resource centre, Professional Connections Zone (PCZ), covering regulatory and business development issues.
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fair review panel decides against commission
A complete ban on advisers receiving commissions in exchange for recommending investment products, as happened under the UK's RDR, was not included among the recommendations published today by Singapore’s Financial Advisory Industry Review Panel.
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fsa plans thematic reviews into rdr
The Financial Services Authority (FSA) intends to carry out four thematic reviews this year to ensure the implementation of RDR went as planned.
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sjp bucks industry-wide decline in aps
As widely expected FSA approved persons in IFA firms and networks saw a sharp decline in the final month before RDR was implemented, down 4.8% in December 2012 from a month earlier.
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providing an ideal fit
In the new financial services landscape, pitching your business to clients as tailor-made could become increasingly important. But what is the best way to stand out from your peers and is there a downside to appearing too specialist?
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the execution only service coming for your clients
The onset of RDR has heralded a breach in former distribution models, with fund groups no longer confident in adviser recommendations. What have they got up their sleeves instead and will advisers have a role to play at all?
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hsbc gives sicav range clean fee
HSBC Global Asset Management (HSBC GAM) has rolled out clean fee share classes across its Luxembourg-domiciled range of Sicavs.
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rdr driven price cuts commence
State Street Unit Trust Management has slashed prices on its UK authorised tracker funds by as much as 78%, a move it said was made in response to RDR.
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brooks macdonald funds rdr ready
Brooks Macdonald Funds has introduced a clean fee share class across its fund range ahead of RDR, including its £100m Defensive Capital Fund and three fund of funds which replicate its managed portfolio service.
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SRA refer clients to restricted and independent
The Board of the Solicitors Regulation Authority has voted to change its Code of Conduct to allow its member firms to refer clients to intermediaries regardless of whether or not they are tied to particular institution.
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pa analysis life company sales forces
Distribution post-RDR may see life companies getting back into the investment game, building up their own substantial sales forces of restricted advisers.