I had to smile when I heard from a product provider last week that some advisers are struggling with a few basic elements of RDR.
One advisory firm apparently submitted client applications with the ‘adviser charging’ section crossed out and replaced with the words ‘3% commission’. A member of the admin team picked up the ‘mistake’...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle