Hints and tips:
...His mother Mary was a freelance journalist, and family lore has it that she was the first woman to use a four-letter word on the BBC, discussing a book she had written on the origin of swear words . . ....
...Mr Butler examines financial advisers’ charging methods in his book Wealth Management: How to plan, invest and protect your financial assets....
...The RDR, which came into force in 2013, banned product providers such as life assurers from paying commissions on most product sales to independent financial advisers....
...Departing from its strategy of organic growth, Hargreaves has acquired several direct client books from asset managers such as Jupiter and JPMorgan....
...Mr Wheatley said the issue over how companies provide support or advice without “bumping up against the regulatory rule book” is the “most pressing and immediate” challenge....
...Others have raised their minimum investment levels for clients, in order to balance their books now that they can no longer accept commissions from product providers....
...The benefit it gained from earlier RDR changes which encouraged DIY investment may not be much consolation for the online supermarket for shares and funds....
...“RDR is becoming a European rule now, but who is really qualified to deliver advice?...
...Robin Savage, an analyst at Canaccord Genuity said an increase of 20 per cent in revenues was “good in anyone’s book”....
...Look back to the UK in the 1970s – I’m doing this via John Littlewood’s brilliant book The Stock Market – and you can see the point....
...But when I tried to book viewings, the estate agents laughed....
...In part two: how the financial services industry is reacting to the RDR...
...the RDR....
...In other words, Close AM will try to buy retiring IFAs’ books of business. It recently hired a director of intermediary acquisitions to oversee this element of the strategy....
...Many do not feel they’ve been treated fairly, or efficiently, following Towry’s takeover of rival firm Edward Jones’ client book....
...The company said it was launching the platform “to best serve its direct client book by enabling them to consolidate their investments and view their entire wealth at a glance”....
...Skandia, one of the country’s leading investment and savings products providers, has resigned from its industry body in a dispute over proposed changes to the sales rule book....
...The FSA will consult on its proposals for the RDR during the first half of next year with all firms to have implemented by the changes by the end of 2012....
...In a statement on its website, RDR Books said that in trying to block publication of the book a “distinguished and tremendously successful novelist” had demanded the “suppression” of a reference guide....
...RDR Books is being supported by the Stanford Law School’s Centre for Internet and Society, which is providing pro bono legal advice....
...Along with Warner Brothers Entertainment, Ms Rowling is suing RDR Books, a small, respected publisher in rural Muskegon, Michigan, to enjoin it from selling an A-to-Z guide to Ms Rowling’s seven Harry Potter...
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