Investors seek tailored advice
Advisers need to sharpen their offerings and provide a more personal service if they are to remain competitive as investors become increasingly prone to shopping around in the post-RDR world.
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RDR
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Clean share classes to attract majority of assets
The majority of advisers believe at least 50% of all new platform business will be directed into clean share classes over the next 12 months.
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Axa Wealth ditches adviser line in post RDR review
Axa Wealth has closed its pre-sale adviser helpline making one person redundant following a post-RDR business review.
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Henderson delays commission payments
Around 7000 advisers could receive commission on Henderson sales three weeks later than normal as the firm reviews the payments’ compliance with the RDR.
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Advisers reveal uncertainty over future prospects
Over 40% of adviser firms believe they will have shut down, merged with a competitor or been acquired in three years according to a survey conducted by Action Consulting.
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Suffolk Life appoint sales duo
Suffolk Life has appointed two sales executives in response to demand from advisers for increased support post-RDR.
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ETF wrap assets up post-RDR
Developed market equities and short-dated fixed income remain key asset classes for ETF investors, according to data from iShares.
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Advisers reveal favoured post-RDR fee structures
The majority of advisers have started charging clients a percentage of the investment amount as they seek to establish the best fee models post-RDR.
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Disenfranchised deserve the right advice
In a report released last year, Deloitte identified up to 5.5 million "disenfranchised" UK customers who have either chose to cease using an adviser, or lack access to them. It is encouraging then that the majority of IFAs want to engage with clients.
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how to make money from advice gap
Lighthouse Financial Advice has made a strategic decision to move into the ‘advice gap’ left behind by high street banks and other advice firms, tapping into over five million ready-made clients through ‘affinity groups’ and workplace connections.
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RDR increases attractiveness of UK market
The UK has become a more attractive investment destination in the past year due in part to the wider range of choice offered to investors as a result of RDR, according to research from Morningstar.
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Bellpenny welcomes next acquisition to the fold
Bellpenny has announced its acquisition of Price Bailey’s client bank and funds under management, its second accountancy IFA acquisition in less than a week.