RDR

  • fsa plans thematic reviews into rdr compliance

    fsa plans thematic reviews into rdr compliance

    The UK’s Financial Services Authority (FSA) intends to carry out four thematic reviews this year to ensure the implementation of the Retail Distribution Review went as planned.

  • five questions for clients to ask advisers

    five questions for clients to ask advisers

    The UK’s Financial Services Authority has produced a consumer guide to explain its far reaching Retail Distribution Review, which banned commission payments from providers to financial advisers from the end of 2012.

  • hsbc gives sicav range clean fee

    hsbc gives sicav range clean fee

    HSBC Global Asset Management (HSBC GAM) has rolled out clean fee share classes across its Luxembourg-domiciled range of Sicavs.

  • life company sales forces are on

    life company sales forces are on

    Distribution post-RDR may see life companies getting back into the investment game, building up their own substantial sales forces of restricted advisers.

  • defending its interests a profile of the isle

    defending its interests a profile of the isle

    A diversified economy is protecting the Isle of Man as the global financial crisis continues. But as it looks east for much of its business, the island will need to emulate the service and expertise offered in the Asia Pacific region to maintain its momentum, writes Mark Battersby.

  • a price tag to be proud of

    a price tag to be proud of

    Recent research has revealed that those who use financial advisers save more and are better protected. However, Guardian WM’s David Howell says an “international RDR” could derail this.

  • rdr clean share class need hits x border

    rdr clean share class need hits x border

    New rules that would oblige investment funds domiciled outside of the UK to provide clean share classes to the British market if they wish to continue to market there after January 2014 are attracting growing concern from cross-border asset managers.

  • rdr to push financial advice away from consumers

    rdr to push financial advice away from consumers

    Research from Deloitte shows distributors will have to work harder to get their products out to consumers who are being turned off financial advice as, from 1 Jan next year, they have to pay for it.

  • standard life prepares retail international

    standard life prepares retail international

    Standard Life has unveiled changes to its Retail International Bond product to make it more compatible with the upcoming implementation of the Retail Distribution Review legislation.

  • fsa contacts firms over rdr and reiterates

    fsa contacts firms over rdr and reiterates

    The UKs Financial Services Authority has today contacted a number of advisory firms, as well as lawyers and accountants, which it believes may wish to revoke their permission to provide investment advice after the implementation of the Retail Distribution Review.

  • defaqto research foresees post rdr fall

    defaqto research foresees post rdr fall

    The proportion of business focused on tax wrapped investments is likely to fall from 21% in the pre-retail distribution review UK market to 13% in 2013, according to a survey of advisers carried out by Defaqto, the financial research organisation.

  • rdr coming to a town near you

    rdr coming to a town near you

    Tim Searle, founder and chief executive of the Dubai-headquartered international advisory company Globaleye, considers the impact Britains retail distribution review is beginning to have, and will have, on the regulation of financial advisers in other jurisdictions going forward