To help you make the transition to a fee-based model, we've developed this online Transitioning Tool to assist you with key decisions around changes you may need to make to your practice, such as fee models and client servicing propositions. This tool has been created by drawing on the experience of UK and US fee-based advisers, as well as input from senior National & Network consultants
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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