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...
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...
NextWealth Live conference report
We are pleased to share with you a report highlighting the major themes, speakers’ views and areas of debate from our inaugural NextWealth Live conference that took place in March. The report aims to crystallise the issues for the industry and serve as a summary you...
Periodic Table of Financial Planning
The periodic table of the elements is 150 years old this month. It took the chaotic world of matter and established a formal order. We could predict a substance’s properties depending on where it was placed. When the Russian chemist Dimitri Mendeleev created it...
The big keep getting bigger, or do they?
Last week we published research for Fidelity FundsNetwork on the top business challenges facing advisers and the findings gave us pause to think about the increasing complexity of running a financial advice business. Will all of this complexity lead to further...FOLLOW US
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