Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
Consumer Duty
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Autumn Budget 2024: Capital gains tax hiked to 24%
Higher rate of CGT has increased to 24%, while lower rate has risen to 18%
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Why client outcomes and independence should be focus of FCA advice consolidation review
Both areas need appropriate attention from the regulator, writes Sparrows Capital’s David Ogden
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ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’
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How behavioural analysis can help firms with Consumer Duty reporting
Simplify Consulting’s Nina Cherry looks at how behavioural analysis can support firms in evidencing and complying with the regulation
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Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
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Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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Aegon: Multi asset funds prove to be top choice for financial advisers
90% of advisers surveyed use funds for accumulation and decumulation
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Simplify Consulting’s Monserrate: Hitting the target on customer complaints
One-fifth of respondents to a recent survey said they had changed providers because of a complaint
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FCA’s Mills welcomes ‘feast of frogs’ as advisers make Consumer Duty progress
Speech made to mark one year anniversary