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Archive for February, 2010

What is RIY Plus ?

Friday, February 19th, 2010

The Key to adviser business evolution and transformation

The Forces of Change
Whilst last decade has seen massive new developments in the financial services market place, the proposed changes brought about by The Retail Distribution Review will speed up the process of change from transaction and commission based to service and fee based (particularly recurring revenue dominated) adviser businesses. In the process, new providers such as wrap platforms have sprung up and experienced strong support and growth from forward thinking advisers even during severe market downturns whilst traditional providers have seen their businesses shrink as they struggle to keep up in the product development race and with the improved service standards now routinely expected.

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2010 Survey

Monday, February 15th, 2010

Over the past six years, we have conducted industry surveys every year, these surveys provide content or industry comment in the press and a booklet that is produced in the middle of the year. The surveys get issued to providers as well as advisers. This provides an interesting comparison of often contrasting views. Last year we did a survey on asset migration and wrap platforms.

This year the topic for the surveys covers aspects around communications to clients issues around the pensions thematic review, opinions on issues such as regulation and Solvency II. If you receive a survey from us, please do have a look at the questions and provide response to us. The more opinions we get the better the quality of the response.

Drop me a line in this blog if you would like us to followup any burning issues on your mind. cread@dthomas.co.uk

Asset Migration & Imago RIY Plus

Monday, February 15th, 2010
http://www.dthomas.co.uk/imago/illustrations/riyplus.html

During the course of the past year, Imago Front Office has been developed further for specialist asset transfer company Legacy Asset Systems. The Front Office team has developed the RIY Plus calculator to provide cost comparison facilities and suitability reporting.

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