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The RDR could drive up to 3,000 advisers out of the industry over the next five years, according to the latest estimates.
Helen Morrissey talks to Jeremy Mugridge about the importance of client segmentation
David Stevenson asks whether the adviser industry can really cope with in-specie transfers, or will there be more cases like Towry’s in the coming years?
Other RDR articles
In the second of his reviews about practice management systems, AT8’s Mark Loosmore looks at SSP’s rejuvenation of its Swift software
Ed Dymott, head of UK fund partners at Fidelity, discusses the RDR platform proposals that still need clarifying to achieve a level playing field.
Prestwood Group, the company behind Truth and Prestwood Software, has launched a coaching and mentoring programme to help financial planners transition their business ahead of the RDR.
Martin Davis, CEO of Openwork, looks at the factors that influence advisers when selecting a network
Data management will play a crucial role in ensuring advisers are RDR ready.
With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.
The FSA has delayed the long-awaited publication of its platform consultation paper owing to intense lobbying from some of the industry’s largest players.
With the holiday season well and truly upon us, we ask advisers for their top book recommendations...
This month, Peter Lawrence looks at regulatory hurdles for small firms.
As IFAs prepare their businesses for RDR, Maria Merricks finds out how to attract wealthy clients and hold onto them.
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The “Structured Products” industry has come a long way over the last few years and in my opinion has evolved, and not devolved itself, alongside the more traditional investment markets.
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