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MMTV: How is the RDR progressing?

Panellists at the MM/ round table discuss where we are with the retail distribution review and other industry developments. chief executive Karen Barrett, Financial Services Skills Council director for skills and development Sarah Thwaites, Aegon head of industry development Peter Williams, Evolve Financial Planning director Jason Witcombe, Axa head of pensions development Mike Morrison and Opinum associate director Matt Webster offer their views on the big issues facing advisers and the future of the industry.


Round Table

See this week’s Money Marketing for coverage of the round table.



Richard Goodall

The Ascentric sales and marketing director is driven by creating technology solutions for IFAs that keep pace with changing customer expectations and while much of the industry is still preparing for RDR, he is one step ahead in planning how wrap platforms will work alongside new adviser models Interview by Lee Jones

Hedge fund rules pushed through by EU

EU finance ministers yesterday approved new draft regulations under the alternative investment fund manager directive aimed at tightening the hedge fund and private equity industry.

FTSE falls below 5,000

Fears of the European debt crisis spreading saw the FTSE 100 fall through the 5,000 barrier for the first time in over six months.

SEI currently sees no value in alternatives for new Moms

The strategic manager of managers portfolios that SEI Investments recently launched on the Cofunds platform do not invest in alternative assets as the multi-manager feels they do not add value above the existing assets it holds The seven Dublin-based strategic risk-graded portfolios range from defensive to aggressive strategies. The lower-risk funds prioritise capital preservation while […]


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