JPM more restricted firms expected a year into RDR
JP Morgan Asset Managements Keith Evins believes larger advice firms will increasingly move towards restricted propositions as a result of the RDR.
RDR
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Half of IFAs to reject closed-end funds
More than half of discretionary fund managers will be placing business into investment trusts in the next six months, while almost half of financial advisers will reject the closed-end structure.
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analysis rdr pressure on adviser fees
RDR has generated a number of unintended consequences and its potential impact on the types of fund investors want to buy has been a significant challenge for some fund managers.
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HL delays RDR pricing structure
Hargreaves Lansdown has announced it will delay revealing its RDR pricing model until early 2014.
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Calastone enables auto rereg for 80 of FMs
Over 80% of UK fund managers can now automate their asset re-registration via associated third party administrators (TPAs), according to Calastone.
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Price war on cards as FMs turn to restricted
Further unintended consequences of the RDR may be a price war over discounts on active funds and a shift towards restricted offerings, according to a recent study commissioned by International Financial Data Services.
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Fund buyers must get braver now RDR is in force
The RDR will encourage a braver breed of fund buyer as they attempt to differentiate their offerings from the competition, according to the Group of Boutique Asset Managers.
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RDR helps Coutts but RBS losses weighs
The RDR offering at Coutts has attracted more than £2bn in assets, though the private bank’s parent, state-backed lender Royal Bank of Scotland (RBS), will this morning have struggled to please investors after it posted a £634m quarterly loss.
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Henderson cuts fee on Bennett European trust
The board of John Bennett’s Henderson European Focus Trust has struck an agreement to reduce the fund’s fees.
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Standard Life ahead of the pack
Standard Life is well-placed to reap the benefits of the RDR and auto-enrolment, according to analysts still recommending the stock.
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standard life super clean platform fund pricing
Schroders and Threadneedle are among the first group of fund houses to offer ‘super clean’ share classes to advisers through the Standard Life platform.
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pa analysis small firms pre rdr charges
A survey among adviser firms shows that their investment clients are being given a service that suits the companies rather than the individuals entrusting them with their money.
