morningstar rdr-readies its ratings
Morningstar has revised the methodology for its closed-end fund ratings in the UK, in a bid to enable easier comparison with Oeics ahead of RDR.
RDR
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invesco perpetual to extend no trail share class
Invesco Perpetual has confirmed its full fund range will be available in share classes that do not pay commission, as it readies itself for the implementation of RDR.
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axa wealth against delay to ban on rdr legacy commission
Axa Wealth’s chief executive argues against the potential for the FSA to delay banning legacy commission.
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HSBC readies RDR-compliant fund of funds for Q4 launch
HSBC looks to launch low-cost funds of funds for a year-end launch ahead of RDR.
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PA ANALYSIS: RDR could limit advice not increase it
Advised sales are falling and with RDR still to come this proportion could continue to fall.
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North gears up for new IFA mandates ahead of RDR
Added resource at North will improve fund research and risk monitoring ahead of new IFA mandates.
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IFA outsourcing to rise ahead of RDR start
IFAs are expected to increase outsourcing client portfolios to discretionary managers ahead of RDR
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Lipper: UK investors prefer track record above new launch
Lipper’s latest survey shows UK investors prefer fund with a track record above new launches.
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PA ANALYSIS: RDR could test KIIDs’ transparency to the limit
The introducton of RDR in January 2013 could push the newly introduced KIIDs to its limits.
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PA ANALYSIS: RDR will need bigger brand awareness from wealth managers
Wealth managers need to build softer skills such as brand-building and communication as RDR looms.
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The death knell for fund supermarkets?
Dennis Hall identifies the winners and losers from the FSA’s latest platforms paper.
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FSA still uncertain about cash rebates
The FSA wants more time to consider its ban on cash rebates.
