Advisers’ ongoing fees creeping up towards 1%
NextWealth report explores pricing structures, fee trends and how advisers are adapting
Author: Alex Sebastian
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PEOPLE MOVES: Rathbones, Invesco, Fidelity International, Sparrows Capital, Towers Watson
Chief executive to retire in September
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Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
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Quilter adds Forseti Wealth Partners to advice network
Founded by advisers James Harvey and Archie Wilson
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Quilter dominates Defaqto MPS performance awards
The wealth manager won the Cautious, Balanced and Growth categories
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US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
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Sparrows Capital makes double hire
Will focus on developing adviser relationships
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PEOPLE MOVES: Evelyn Partners, Jupiter, Artemis, Aberdeen
Three new hires across Leeds and Newcastle offices
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PFS consolidates tools to help advisers with Consumer Duty
Regulatory environment is ‘characterised by heightened scrutiny and challenge’
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Hargreaves Lansdown more than doubles its VCT partnerships
These firms bring an additional nine VCTs to its offering
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FCA scrapping ‘name and shame’ public interest enforcement test
It will not take forward proposal to shift from exceptional circumstances test
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Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’