21st May 2014
Aegon: It’s time our profession moved on
A look at the FCA RDR review and the five fundamentals for every business that can make sure they have a service proposition that clients value and desire
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Axa Wealth: What did the RDR ever do for us?
Schroders' research reveals a significant number of advisers outsourcing their investment process since the RDR – Stuart Podmore examines the findings.
Who is actually responsible for the RDR mass-market advice mess?
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’.
RDR learnings
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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