Morningstar: M&A is not the magic bullet asset managers think it is
Consolidation often burdens firms with more integration challenges than it does scale and fee benefits
Fees
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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Advisers’ ongoing fees creeping up towards 1%
NextWealth report explores pricing structures, fee trends and how advisers are adapting
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SJP aiming to ‘improve perception’ and become more attractive to advisers
Chief executive Mark FitzPatrick made the comments alongside its final results
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Ascot Lloyd restructures pricing
The new tiered structure is based on total funds under management
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Morningstar: Eltifs ‘a growing breed’ but fund selectors warned on fees and returns
Eltifs ‘unlikely to harvest the same hefty illiquidity premiums’ as trusts
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abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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FCA launches CCI retail disclosure consultation
New product framework for CCIs, including investment trusts, aims to simplify information for retail investors
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Royal London says advisers delivering better value than last year
The Meaning of Value Report 2024 shows an increase in positive sentiment
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Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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FE fundinfo snaps-up AdviserAsset
AdviserAsset offers a range of tools for financial advisers
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus