Industry news and views from Panacea and our partners.
RDR_
Better Client Relationships CPD Workshop
The Retail Distribution Review (RDR) is a reality and will herald a new dawn for the retail financial services industry.
Aegon: We must sell the value we add?
For months the industry has been talking about the need to ensure each advisory firm has a tangible and transparent client proposition for RDR
Thames River Multi-Capital Review
RDR ready pricing - new 'C' shares.We are pleased to confirm that new 'C' class shares are now available across our multi-manager funds with an AMC of 0.75%.
Asset.TV: RDR Club - Documentation is key for CIPs
RDR Club discussing outsourcing investment
MetLife focuses on business development in RDR countdown
MetLife is increasing its focus on business development as it continues the countdown to the implementation of the FSAs Retail Distribution Review on 31st December 2012.
Newton looks to the emerging markets for equity income
There are now more dividend-paying companies in the emerging markets than there are in developed markets, says Newton's Sophia Whitbread
Advisers have a mixed response to RDR
Only 31 per cent of delegates attending wrap platform Ascentrics RDR Workshops over the last two weeks said they were ready now for RDR, leaving 55 per cent on target and 14 per cent behind target.
Looking for a firm to join? Looking to leave the industry?
MLP want to hear from you! Established over 30 years ago, we are an IFA firm based in South London/Surrey and are looking to work with other IFAs
R06 exam
You can purchase our package now and get access to our training material prior to our Expected Solution being issued.
LIVE webinars - Wednesday 8th August Limited spaces
Whether annuities are new to you and your business, or you want to re-visit the opportunity to help your clients receive a better income in retirement, our LIVE webinar reviews why your annuity offering is likely to be a key part of your overall proposition post RDR.
BlackRock: Transitioning tool transitioning to a fee based model
A tool for supporting advisers in transitioning to a fee-based model
Aegon: Harness the power of your own super computer
I came across a brilliant quote from H M Warner one of the founding fathers of cinema who once said Who the hell wants to hear actors talk?" I always have a sly smile whenever people try and predict the future
Better Client Relationships CPD Workshop
Thursday 26th July 2012 10:00 to 16:00 The Westminster Suite, IOD The HUB, 35 New Broad Street, London EC2 1NH
Thought of the day
The talent of success is nothing more than doing what you can do, well.
BlackRock: The Adviser Toolkit
The financial landscape is ever-challenging - yields are low, markets are volatile and confidence is scarce. In addition, the Retail Distribution Review will have an impact on the financial services industry as a whole.
FSCS thought of the day
FSCS thought for the day: An economist is an expert who will know tomorrow why the things he predicted yesterday didn't happen today.
Ascentric adds extra RDR Workshop date due to demand
After a strong response to the recently announced series of half day RDR Workshops, independent wrap platform Ascentric has added an extra workshop in London on Tuesday 24th July.
FundsNetwork launches RDR guide for advised clients
FundsNetwork has created The Changing Face of Advice guide to assist advisers when explaining the impact of the Retail Distribution Review (RDR) to their clients.
AEGON RDR videos
We are now only months away from the biggest change to our industry in a generation. How prepared are you for this change? Watch our video to see what needs to be done and the help available.
Post RDR advice costs. Whats it all about Alfie?
I read a comment earlier in the week in relation to this headline Aifa and Deloitte disagree on independent advice cost. Independent advice is likely to cost more than restricted recommendations, Deloitte warns, while Aifa says charging will be unaffected.
RDR thought of the day
Men have a respect for scholarship and learning greatly out of proportion to the use they commonly serve.
RDR thought of the day
"It is hard to fail, but it is worse never to have tried to succeed". Theodore Roosevelt
Twitter sense check needed now
Last week we referred to the FSAs Final Guidance document on the RDR chestnut of definitions for Independent and Restricted advice.
RDR thought of the day
"It is hard to fail, but it is worse never to have tried to succeed". Theodore Roosevelt
RDR thought of the day
"Wherever we look upon this earth, the opportunities take shape within the problems". Nelson A. Rockefeller
Is that all clear to you? FSA RDR finalised guidance now out.
So at last the FSA guidance has been issued, all 16 pages of it. The purpose is to create clarity, at least I have assumed that to be the case.
RDR thought of the day
"One who fears failure limits his activities. Failure is only the opportunity to more intelligently begin again".
RDR thought of the day
Choose a job you love, and you will never have to work a day in your life
RDR thought of the day
A man is but the product of his thoughts what he thinks, he becomes - Mahatma.Gandhi.
Maximising the opportunities from the Retail Distribution Review
I'd like to tell you why I believe Scottish Life really is best placed to help you through the RDR transition.
RDR thought of the day
You can't build a reputation on what you are going to do. Henry Ford
Scottish Life: Will RDR be the death of providers?
Ernst & Young's survey "Dawn of an Era"1 is the latest in a long line suggesting that "clients won't pay for advice".
Customer segmentation
Academics define customer segmentation as the practice of dividing a customer base into groups of individuals that are similar in specific ways relevant to marketing, such as age, gender, interests, spending habits, and so on. Using segmentation allows companies to target groups effectively, and allocate business resources to best effect.
An open letter to Mr Tyrie: FSA resignations pre RDR. Should we know why?
Dear Mr Tyrie Im contacting you to highlight an issue that not only concerns me and our IFA community members, but is also an issue that is of great importance to the financial industry and I am sure to you too.
RDR thought of the Day
"The positive thinker sees the invisible, feels the intangible, and achieves the impossible."
RDR: Time for the Voice of the Real Consumer to be heard?
Modern regulation has proved to be very lucrative for some. There is a complete policy factory at the FSA which pumps out 50 policy statements and policy documents every year.
RDR thought of the day
"A pessimist sees the difficulty every opportunity; an optimist sees the opportunity in every difficulty."
You've got the exams, changed the business model
The FSA assures the IFA community that RDR is in the customers benefit. However, seemingly no one had surveyed IFAs on how their clients feel about the impending changes in regulation.
RDR thought of the day
"The great pleasure in life is doing what people say you cannot do."