Bundled share classes see ‘modest fee trimming’ post-RDR
Legacy assets in certain active fixed income funds have seen fees rise 20%
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FCA changes could fail to budge pre-RDR investors
Financial Conduct Authority (FCA) changes that allow asset managers to more easily switch investors between share classes could still see a minority of investors refusing to budge.
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FCA steers away from pre-RDR trail commission ban
The Financial Conduct Authority (FCA) has “no immediate plans” to ban trail commission on legacy investment products, it has announced in a policy statement that looks to shake-up the asset management industry.
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DIY investment sales up 110% since RDR
The number of non-advised sales of investment trusts and Oeics has soared 110% since 2012 while advised sales have slumped, FCA data reveals.
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FCA delays RDR review; M&G chief named panel chair
The Financial Conduct Authority (FCA) is delaying the post-implementation review of the Retail Distribution Review (RDR) and will combine it with the Financial Advice Market Review (FMAR) in 2019.
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Toogood: Fund managers need a post-RDR reality check
Asset managers should take a page from the book of IFAs, and focus more on outcomes for their clients than one-upping competitors, according to The Adviser Centre’s Peter Toogood.
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Peter Mann: RDR has failed to bring advice to the masses
Industry stalwart Peter Mann has said the financial planning sector needs to come up with regulation that works for everyone.
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Average fund fees squeezed 13bps since launch of RDR – Nucleus
New data from Nucleus reveals that the average ongoing charges figure (OCF) for a cross-section of funds has plummeted from 78.6 basis points to 65.3bps (-13.3bps) since the introduction of the Retail Distribution Review (RDR) in 2013.
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PA ANALYSIS: FCA report puts closet trackers on the rack
Unsurprisingly, most of the responses hitting the inboxes of industry journalists through the course of an otherwise quiet Friday began with “welcoming” messages to the FCA interim report on the asset management industry.
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PA ANALYSIS: Should you be worried by Treasury’s advice review?
With the Financial Advice Market Review now fully in motion following the first consultation, advisers are bracing themselves yet another potential shift in the ever-changing industry landscape.
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Scrap RDR, follow MiFID II on independence – WMA
The Retail Distribution Review has failed to meet its objective of clarity of service, the Wealth Management Association said, leading to widespread misunderstanding and use of the ‘independent’ and ‘restricted’ labels.
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Advisers adapting well to a post-RDR world
Adaptation to the RDR is having a discernible impact on profitability in the adviser community, with almost two-thirds of businesses saying they are more profitable than in 2013.