Advisers frustrated by platform switching
UK regulator worried that established clients are stuck on expensive legacy platforms
Author: John Lappin
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ETFs could spark next financial crisis
An economics consultancy has warned that ETFs contain a design flaw and could well be the catalyst for the next financial crisis.
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Brexit promise could see UK pensions raided
UK prime minister Theresa May shocked many political observers when she promised a £20bn ($26.4bn, €22.8bn) funding boost for the National Health Service (NHS) by 2023 last weekend raising the question of how to pay for it.
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Adviser profitability thrives in a post-RDR world
The good times are rolling for UK financial advisers, at least, that is, according to the Financial Conduct Authority’s recent Data Bulletin.
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Advisers mixed on Helena Morrissey’s Girl fund
Has LGIM struck a blow for equality with its Girl fund and maybe more importantly, will advisers respond?
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What will become of DB transfer money?
The rather shocking news that broke earlier this week was that the number of DB pension transfers reached £20.8bn in 2017 prompting questions about where the money is ending up and whether many transfers are suitable.
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Has the FCA’s adviser register avoided the chopping block?
Until very recently it had looked inevitable that the Financial Conduct Authority’s IFA register would fall by the wayside, despite support from advisers and industry to keep it. But recent political murmurs suggest it may live to fight another day.
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IFAs should disclose 10% drop in performance
IFAs offering advised investment portfolios should consider matching DFMs by voluntarily disclosing any 10% falls in value to clients, says investment expert Graham Bentley.
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Mifid II will kill fund price herding: Nucleus CEO
Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.
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Advisers brace themselves to explain Mifid II transaction charges
Advisers and consultants have voiced concerns about the consistency and accuracy of information amid fears that the broader investment industry will take another reputational hit.
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Industry could be overstating Mifid II costs
The trading costs being disclosed by fund managers under Mifid II rules may be overstating the real cost of trading and remain a forecast figure for the next 12 months, a paraplanner has warned.