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Macquarie sets up RDR service for advisers

Macquarie has set up a support service to help advisers transform their businesses in line with the retail distribution review.

Veracity Asset Transformation will be led by John Baxter, who joined Macquarie in March after leading the True Financial Planning and MLP planning businesses.

The service will help IFAs redefine their client proposition, provide a detailed review of legacy assets, adopt new model portfolios and deal with paperwork.

Baxter says: “Many adviser firms are telling us that they embrace the RDR principles, but do not have the knowhow and resources to accomplish the transition successfully, especially without affecting profitability. Veracity supports advisers to make the transition to the new model, creating a more sustainable and valuable business better placed to deliver quality, ongoing advice.”


Threesixty offers discretionary deal for IFA firms

Threesixty is offering a support package for IFA firms to help them move into the discretionary fund management sector.Strategy consultant Phil Billingham says only around 2 per cent of adviser firms have discretionary permission but demand for expansion into the area is increasing.He says: “There is room in the market for firms to move towards […]

India: too big to ignore?

By Kunal Desai, head of Indian Equities, Neptune  India is officially the world’s fastest-growing major economy and remains firmly on track to become the third-largest economy by 2030, overtaking Japan and Germany. As an accelerating labour force combines with increasing labour productivity, is India getting too big to ignore? Click here for full article   […]


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