Retail Distribution Review (RDR) and eServices
It is becoming more and more apparent that the adoption of technology and electronic services (eServices) such as Online Valuations and Automated Client Reporting is crucial to an adviser firm’s survival in the post-RDR world.
Adviserwise.com, with support from its 30+ software suppliers and product providers, aims to help financial advisers like you get the most from the eServices available in our industry. Adviserwise describes the different eServices, how they can be implemented and also how they can benefit your business.
When it comes to RDR, there is plenty discussion about its ‘possible’ impact, but for Adviserwise, it’s about the practicalities. So, in this section, we have provided information and useful links to other resources that will assist you through the changes to ensure that your business is operating at its best.
As more resources become available, so they will be added along with the list below. Of particular note-worthiness of such a resource is AIFA’s (Associate of Independent Advisers) FFWD Campaign.
