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Sharpening value and standing out

In a post-RDR world, wealth managers must define their role and actively market what they do best to the right client. ?What should they do to survive? Jennifer Palmer-Violet reports

24 May 2013

In a post-RDR world, wealth managers must define their role and actively market what they do best to the right client. 
What should they do to survive? Jennifer Palmer-Violet reports

Past results are not a guarantee of future performance. It's a well-known investment adage and one that befits the wealth management industry today. The old ways have proved successful, but the advent of the Retail Distribution Review (RDR) has triggered a wave 
of significant change.

The new rules were brought in on 31 December 2012 to offer transparent charging for investors. This meant improving professional standards. Advisory firms must now disclose and separately charge clients for services, describe themselves as independent or restricted, and adhere to a code of ethics. So how is the wealth management industry dealing with the transit...

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