RDR
United Kingdom | 22 Jul 14
RDR compliant reports creating headache
Producing RDR compliant investment reports for clients is a major concern for the majority of wealth managers, a new survey has revealed.
United Kingdom | 27 Jun 14
post rdr adviser world struck by costs
Regulations should be pared down and costs reduced to foster a competitive and sustainable adviser market, a report compiled by APFA revealed.
Profiles & Comment | 2 Jun 14
FCA in circles over simplified advice
FCA chief Martin Wheatley has stressed the need to “square the circle of selling complex products to so-called unsophisticated investors”, but are we really any clearer on the shape of things to come?
United Kingdom | 29 May 14
DFMs struggle due to misplaced focus
Discretionary fund managers are struggling to focus on clients’ investment objectives because they still measure their performance against indices rather than individual client goals.
rdr effect continued to knock offshore
Changes to the way offshore bonds are sold in the UK, brought about by the Retail Distribution Review (RDR), weighed on offshore bond sales last year, as they declined for the third year in a row.