Chameleons are adept at dealing with change and survive as they can react instantly to a new landscape. They seize an opportunity when other animals are threatened and exposed by change. A fundamental change is coming to the financial services sector right now. Will you adapt and thrive or will you be a casualty? We are […]
Chameleons, seizing opportunities and thriving in a post Retail Distribution Review landscape
04/10/2012 by jwood
Filed Under: Latest Updates Tagged With: advice fee, advisory service, chameleons, cost, customer experience, financial services, professionalism, RDR, Retail Distribution Review, value
The Retail Distribution Review: A plea for ethics, professionalism and the return of confidence in financial services
04/10/2012 by jwood

The Retail Distribution Review (RDR) is now upon us. It will be fully in effect from 31st December 2012 but much of the preparatory work has been completed. It will significantly affect the way people interact with financial advisers. It is widely acknowledged that there are many problems with the reputations of financial advisers and […]
Filed Under: Latest Updates Tagged With: ethics, FSA, professionalism, RDR, The Financial Services Authority, The Retail Distribution Review
