Our RDR Transition microsite has been designed with input from providers, IFAs and various support services to promote an understanding of what you need to do to ensure the ongoing success of your business in light of all the changes RDR presents.
Schroders' research reveals a significant number of advisers outsourcing their investment process since the RDR – Stuart Podmore examines the findings.
It was Sir Callum McCarthy's infamous ‘Gleneagles speech in September 2006’ which laid the groundwork for the overhaul of the UK financial services retail distribution business model, something now referred to as the ‘RDR’.
At the beginning of August, the ‘You could not make it up” season got well underway with HM Treasury and the FCA launching a review to examine how to plug the advice gap (their own regulatory actions had caused). Well, they missed that last bit out in the announcement.
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