The Retail Distribution Review:
The challenge and the opportunity for wealth managers
To date, the bulk of attention has been focused on what the Retail Distribution Review (RDR) means for IFAs, with little attention paid to the implications for Wealth Managers. Our latest report will concentrate on this vital segment of the advice community.
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An essential resource for wealth managers wishing to explore the impact and opportunities of RDR the report will investigate:
- Could being labelled as 'restricted' provide more focus for wealth managers or will it restrict business growth?
- A higher level of professionalism is welcomed but will the costs for some be too much to bear?
- Most wealth managers already operate a fee-based model, but will their IFA partners find the shift a struggle?
- How will distributor influenced funds affect fees, and firms wishing to be ‘independent’?
- The outsourcing opportunity – polarised views between wealth managers and IFAs. Who will be right?
Containing research from a cross-section of the UK wealth management industry representing around 1 million private client accounts and the views of over 270 IFAs nationwide, download your free copy of the report today.
We hope you find The RDR: The challenge and the opportunity for wealth managers, a valuable resource to assist in creating opportunities in a post-RDR world.
Alternatively, for more information, please contact us on 0800 727 770.