Pru says don't get RDR tunnel vision

Blackmore, Nicole
May 2009
Money Marketing;5/21/2009, p2
Information about several topics discussed at the Money Marketing Retirement Planning Summit in Monte Carlo, Monaco in May 2009 is presented. Topics include the need for financial planners to be careful not to focus on the retail distribution review (RDR) to avoid the risks of other regulatory changes and the need to focus on fair customer treatment. The summit featured various financial advisers and executives including Andy Curran and Colin Jackson.


Related Articles

  • Training Critical to UMA Growth. Papini, Jessica // Money Management Executive;11/20/2006, Vol. 14 Issue 44, p6 

    The article reports on the assessment concerning unified managed accounts (UMAs) from the speakers of the Financial Research Associates' Unified Managed Accounts conference in November 2006 in New York. According to the author, the speakers stressed that as companies join UMA business, their...

  • Advisers want single professional body to Work on standards. Jones, Lee // Money Marketing;10/30/2008, p3 

    Information about several topics discussed at the Adviser 2008 in Manchester, England in 2008 is presented. Topics include the request of various leading financial advisers for a single professional body to represent the interests of the Independent Financial Advisers (IFAs) in the arguments...

  • IFAs fail to ask the right questions on risk. Stodell, Hannah // Money Marketing;11/20/2008, p10 

    Information about topics discussed at a "Money Marketing" round table in Great Britain is presented. Arc product development manager Chris Powell said that independent financial advisors (IFAs) should ask structured product providers more appropriate questions to measure the risk of clients'...

  • Aviva takes the open approach. McKenna, Ian // Money Marketing;9/6/2012, p26 

    The article features preparations of Aviva for the Retail Distribution Review (RDR) in Great Britain. According to Andy Curran, managing director for savings and investments, the firm will be RDR-compliant starting September 2012. It discusses initiatives of Aviva to qualify members of its...

  • Calendar.  // Investment Management Weekly;7/10/2006, Vol. 19 Issue 27, p11 

    The article presents a calendar of events in the financial services industry in the U.S. The 4th Annual Portable Alpha Conference will be held at the Princeton Club, New York. The 2006 Institutional Real Investing Forum will be at the Waldorf Astoria, New York. The 4th Annual Art of Indexing...

  • CALENDAR.  // On Wall Street;Nov2009, Vol. 19 Issue 11, p28 

    A calendar of events for the financial industry in November and December 2009 is presented which includes conferences and seminars entitled "IMCA Advanced Wealth Management Conference," "MSRB Regulatory and Compliance Seminar, and "Fifth Annual Sports Financial Advisors Association Annual...

  • YAT Shines at the Annual Convention. Sears-Egeli, Sarah // Advisor Today;Nov2006, Vol. 101 Issue 11, p80 

    The article reports the annual convention hosted by the Young Advisors Team (YAT) at the 2006 National Association of Insurance and Financial Advisors in San Francisco, California. The convention was a huge success for the YAT, with session attendance double that of last 2005 events. In addition...

  • NAPFA, NAIFA, SIA To Host Conferences. Marer, Eva // Financial Planning;May2000, Vol. 30 Issue 5, p22 

    Highlights several conferences by financial services groups in May 2000. National Association of Personal Financial Advisors' (NAPFA) annual conference at the Hyatt Regency in Minneapolis, Minnesota; Forum of NAPFA and `Financial Planning' at the Adam's Mark Hotel in Dallas, Texas; Host of the...

  • Restoring Retirement Confidence. Shepherdson, James A. // Bank Investment Consultant;Nov2009, Vol. 17 Issue 11, pA1 

    Information about the topic discussed during the annual conference of Insured Retirement Institute (IRI) members held in Boston, Massachusetts in September 2009 is presented. The topic includes how the financial sector survived the word financial crises since the Great Depression. Information on...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics