Cost and Charges Statements Put Pressure on Charges
Cost and charges statements are prompting advisers to further push asset managers and platforms on cost. The ex-post reports were sent to most platform clients in April and May. In June we asked 94 advisers from a broad mix of firms if they are getting push back from...Benefits of Segregated Mandates
The past few weeks have brought into sharp focus some of the benefits of managing money using segregated mandates for those that have the necessary scale. Alongside this is a need for oversight of governance not just the investment approach. And, research agencies...
Financial Adviser Market Trends UK
Today the FCA has published a data bulletin with trends and data on the financial adviser market. Headline findings: There are more advisers but fewer financial advice firms. There are more big firms but we think the trend isn’t strong enough to hang our hats on...
Watch NextWealth LIVE 2019
NextWealth Live brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. The videos and links to presentations from the inaugural can be found below. NextWealth Live 2020 will again take place at The Royal...FOLLOW US
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