The Story of RDR Episode 2: The Impact

--:--
To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the FCA and in the industry to dig deep into the biggest ever change for the UK advice market. In episode two we spoke to compliance consultant Phil Young and former PFS president Keith Richards about the initial impact on advice firms. We also heard from Scottish Widows’ Jackie Leiper about how banks retreated from advice when the reforms came in.
23 Jan 2023 English United Kingdom Business · Investing

Other recent episodes

The Advice Show: Dominic Rose of MKC Wealth

On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
13 Jun 31 min

Scott Gallacher - NMA top 100

Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator. 
9 Jun 28 min