rdr to push financial advice away from consumers
Research from Deloitte shows distributors will have to work harder to get their products out to consumers who are being turned off financial advice as, from 1.1.2013, they have to pay for it.
RDR
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fsa warns firms to opt in or out of rdr
The FSA has contacted a number of advisory firms, as well as lawyers and accountants, which it believes may wish to revoke their permission to provide investment advice after the implementation of RDR.
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henderson reveals its rdr friendly fund range
Henderson Global Investors has announced its RDR-compliant share class structure across 35 of its funds.
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pa analysis higher charges smaller ranges
RDR may be the main topic of regulatory conversation but don’t forget Kiids (which started yesterday)…and all the football scores such as Mifid II:Ucits IV…and then there’s FATCA from the US…and AIFMD…and…
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ifa plus dfm equals marriage heaven
The placement of two articles in our morning bulletin regarding the relationship between IFAs and DFMs, now and in the aftermath of RDR, in itself speaks volumes.
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mandg rolls out episode defensive fund
M&G is to undertake a major rebranding of its multi-asset range, realigning it for RDR and launching its new Episode Defensive Fund.
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increased sales education not rdr commission ban
One of the main facets of RDR is – or rather was – the uptake in the sale of products that don’t focus on paying a commission but if investment trusts and ETFs, for example, do see a surge in sales it will be because of better adviser education not a single product feature.
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kiids countdown has been overshadowed
The provision of Key Investor Information Documents (KIIDs) is to become mandatory under Ucits IV in just 17 days, yet nothing much has been said about it. What of it?
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pa analysis cash rebates enhance rdr fair charges
While the FSA is still to publish its final proposals about cash and unit rebates, chances are they will both be banned which will work against the idea of providing a fair charging system for investment advice.
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Barclays relaunches platform proposition for IFAs
Barclays Stockbrokers has relaunched its platform proposition for UK intermediaries in the run-up to RDR.
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sandw plans for RDR-friendly fund range
Smith & Williamson has confirmed the charging structure for its RDR-friendly share classes.
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multi asset rdr fund range from allianz gi
Allianz Global Investors is to make its institutional multi-asset investment solutions available to UK retail investors in the run-up to RDR.
