Should investment trusts become the norm for IFAs?
Financial advisers have a ‘duty’ to analyse all asset classes when building client portfolios
The Lang Cat
-
-
Snowballing pension charges could cost up to £40,000
Making the wrong choice early on can have massive implications for a client’s retirement pot
-
UK platforms failing to provide income to retirees
‘Customers are being hampered by inflexible and infrequent payments and a lack of innovation’
-
Costs and admin issues stop advisers doing platform transfers
Over half of IFAs would not recommend it to a client as they seek more guidance from regulator
-
UK watchdog eyes ban on investment platform exit fees
Investors are ‘getting shafted by poor execution, opaque funds and sneaky fees’
-
Pension decumulation provisions still ‘thin on the ground’
‘Technology not a barrier’ but providers need to start innovating
-
Advisers face tough grilling on client portfolio performance
Market volatility and Mifid II fee disclosure set to test adviser-client relationship
-
Is Mifid II working?
Mifid II has proved every bit as problematic as we feared. The development budget consumed across providers, advisers and discretionary fund managers (DFMs) in the lead-up to launch amounts to more millions than anyone cares to add up. And the spending hasn’t stopped.
-
Model portfolio risk labels ‘dangerously naive’
The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
-
DFMs hindering trust take-up on platforms
Discretionary fund managers’ lack of willingness to use investment companies in model portfolios is hindering their adoption on advised platforms, according to the Lang Cat.
-
Pension transfer boom over says Lang Cat
The UK’s pension transfer boom could be over, according to research released by financial services consultancy firm The Lang Cat.
-
IFA network partners with The Lang Cat on platform appraisals
Financial services consultancy The Lang Cat has been commissioned by IFA network Sense to provide its members with proposition details and due diligence support for when they are selecting a platform.