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Home > Regulation > RDR News & Analysis

RDR News & Analysis

Latest News

From Investments| Apr 22, 2014

Platform view: Everyone’s a winner

The FCA’s move to boost transparency is vital to boost trust and restore confidence

From Your Industry| Apr 16, 2014

HMRC issues fresh guidance on platform adviser charges

Any payments made into a clients account before being passed on will be taxed as an annual payment.

Apr 10, 2014

‘Independent’, ‘restricted’ causing confusion for clients

The obsession with definitions of “independent” and “restricted” has overshadowed the importance of good quality advice and misled clients, Gregg...

From Your Industry| Apr 09, 2014

Apfa: Half of financial product sales are non-advised

Apfa calls for greater clarity from the regulator on non-advised sales.

Apr 07, 2014

FCA losing patience with advisers on fee disclosure

A financial adviser and wealth manager are “likely” to be referred to the FCA’s enforcement division.

From Investments| Mar 27, 2014

SL: ‘Other platforms may struggle for superclean access’

Other platforms may not find it straightforward to access cut-price shares negotiated by Standard Life, the platform says.

Analysis & Opinion
IFA: FCA levies make budgeting impossible

InterviewfromYour Industry| Apr 11, 2014

IFA: FCA levies make budgeting impossible

Friday interview: Questa Chartered’s Stuart Dewin on justifying ongoing fees and difficulties dealing with providers.

Debate continues on independent status

Apr 09, 2014

Debate continues on independent status

Few debates have ruffled feathers quite like the independent/restricted one. The Financial Conduct Authority recently told advisers that it stood...

From Your Industry| Mar 12, 2014

Do not undersell advice, says Thomson

Advisers must not be “drawn into” offering discounts to clients and should instead focus on presenting a confident, upfront and bespoke service,...

More on RDR News & Analysis
FTAdviser Blog

Five things I learned from the FCA’s disclosure review

FCA doesn’t just want pound-and-pence figures, it also wants you to explain what could cause figures to change.

FTAdviser Blog

How clean is your share class?

Clean share classes is a term that has started to irritate even the most laid back of advisers, so what should be done to find a simple solution...

FTAdviser Blog

Who should pick up the tab for free advice?

Week in Brief: Wild and wonderful ideas to fix the annuities market, more RDR firm data.

Recent Articles
  1. Five things I learned from the FCA’s disclosure review
    FTAdviser Blog| Apr 07, 2014

    Five things I learned from the FCA’s disclosure review

    FCA doesn’t just want pound-and-pence figures, it also wants you to explain what could cause figures to change.

  2. Henderson pulls out of Standard Life ‘superclean’ deals
    From Investments| Mar 26, 2014

    Henderson pulls out of Standard Life ‘superclean’ deals

    Fund management group declines to provide discounted clean share classes to Standard Life platform.

  3. Standard Life unveils 291 discounted funds on platform
    From Investments| Mar 26, 2014

    Standard Life unveils 291 discounted funds on platform

    Major fund groups including Invesco Perpetual, M&G, Schroders and Threadneedle agree to ‘superclean’ terms.

  4. FundsNetwork lays out full plans for unbundling platform
    From Investments| Mar 24, 2014

    FundsNetwork lays out full plans for unbundling platform

    Jon Everill (pictured) says plans give “maximum flexibility” for advisers changing to clean fee shares ahead of April 2016.

  5. RDR end game beckons as platforms near 50% ‘clean fee’
    From Investments| Mar 17, 2014

    RDR end game beckons as platforms near 50% ‘clean fee’

    Investment Adviser research suggests industry is on track for full conversion to fees

  6. Platforms prepare clients ahead of cash rebate ban
    From Investments| Mar 10, 2014

    Platforms prepare clients ahead of cash rebate ban

    Platforms are gearing up for FCA rule change

  7. Openwork AR: ‘Restricted’ choice no detriment to clients
    InterviewfromYour Industry| Mar 07, 2014

    Openwork AR: ‘Restricted’ choice no detriment to clients

    Friday Interview: Moneysprite’s Jody Sturman has yet to meet a client who could not be served by panel.

  8. From Your Industry| Mar 06, 2014

    Days are numbered for long-term advice: HL

    Easy access to information means clients no longer require long-term relationships with advisers, according to Hargreaves Lansdown.

  9. Sesame: Riding out the storm
    From Your Industry| Mar 06, 2014

    Sesame: Riding out the storm

    A steady stream of reports have surfaced putting the network’s future into question.

  10. Think-tank brands RDR an ‘absolute disaster’
    Mar 05, 2014

    Think-tank brands RDR an ‘absolute disaster’

    Think-tank fellow says advisers “first and foremost distributors and not advisers.”

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