RDR
Regulation
The Financial Conduct Authority (FCA) is consulting on the boundaries between advice and guidance after it found execution-only services have strayed into giving advice.
11 July 2014
•
3 min read
RDR
The Financial Conduct Authority (FCA) spent £3.3m on overseeing the Retail Distribution Review (RDR) last year, according to its annual accounts, a 37.5% increase on the cost of the rule change before implementation.
10 July 2014
•
1 min read
Wrap/platforms
Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.
04 July 2014
•
2 min read
Investing in the profession
The great break-away: How the RDR sparked a new wave of start-up firms
03 July 2014
•
4 min read
Estate planning
Support services provider Simplybiz has seen a 10% increase in profits in the first year post-Retail Distribution Review (RDR) while 2% of its members have left the industry.
02 July 2014
•
1 min read
Investing in the profession
IFA and wealth manager Gemini Wealth Management has acquired the pension and investment business from a fellow advisory firm after it shut up shop due to the "increasing costs" put on small firms.
02 July 2014
•
1 min read
