Morningstar: ESG funds are cheaper than conventional strategies
Funds that converted to ESG strategies lowered their costs by 20 basis points on average
Fees
-
-
Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
-
FCA plans to overhaul how asset managers pay for investment research
‘Bundling’ of payments for third-party research could level the playing field for smaller asset managers
-
FCA asks advice firms to provide Consumer Duty update
20 of the largest firms contacted regarding ongoing fees
-
Nucleus reduces platform charges for the second time
Delivering an average 3.2% reduction for eligible customers
-
Advisers switching fee structures in reaction to Consumer Duty fair value
With 3% of firms still in noncompliance
-
St James’s Place to overhaul charging structures amid ‘robust’ quarterly results
Changes will reduce the firm’s underlying cash result ‘over the next few years’
-
Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’
-
Quilter Investors cuts fees on funds over £750m
It will apply to all but two of the firm’s UK domiciled strategies
-
Will the Consumer Duty lead to an increase in advice fees?
Regulation is giving firms an opportunity to re-evaluate their charges
-
FCA to increase adviser fees to £94.6m
UK regulator sets out its business plan for 2023-24 financial year
-
Isle of Man regulator unveils implementation of new fee structure
Watchdog will continue to ‘focus on providing value for money and maintaining standards of excellence’