Charging

        IFP board director reveals charges for simplified advice business

        Professional Adviser | 26 Aug 2014 | 09:42

        A simplified advice proposition its founder says is exhaustive enough to eliminate the need for face-to-face communication will charge clients about 1%.

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        rory-percival-new

        FCA warns firms on 'self-defeating' transactions

        The Financial Conduct Authority (FCA) is reminding advisory businesses to beware "self-defeating transactions" when totting up the total charges clients are being asked to pay.

        Professional Adviser | 14 Aug 2014 | 09:40
        abraham

        Investment Committee Insider: Good (and bad) adviser benchmarks for client portfolios

        Abraham Okusanya examines the adviser conundrum of benchmarking client portfolios...

        Professional Adviser | 12 Aug 2014 | 10:40

    Other Charging articles

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      Adviser charging: Life after ‘three-plus-a-half'

      An innovative charging structure can transform a business but adapting to a change in fees is not easy. Nicola Brittain talks to four advisers about the rationale behind their strategies

      Professional Adviser | 07 Aug 2014 | 12:19
      widow

      Scottish Widows will pay workplace pension trail until 2016

      Scottish Widows will continue to pay trail commission on workplace pension schemes until 2016.

      Professional Adviser | 07 Aug 2014 | 10:00
      black-friday-checklist

      Full disclosure: Does your firm measure up?

      With an ‘unacceptable' number of firms failing to provide adequate details of their costs and services, Compliance First's Aileen Lynch offers her tips to ensure communications are up to scratch

      Professional Adviser | 05 Aug 2014 | 07:16
      percentages

      Vanishing trail: Fifth have moved all clients to adviser charging

      Just under a fifth of advisory businesses have managed to transition all their clients to a pure adviser charging model, according to a 1,000-adviser survey.

      Professional Adviser | 01 Aug 2014 | 14:59
      Overdue payment

      National adviser close to resolving commission payment delays

      National advice firm Positive Solutions said it is close to resolving an IT error which has left several advisers without pay for as many as four days.

      Professional Adviser | 01 Aug 2014 | 11:41
      nick-lee2

      Creative destruction: Observations on innovation in financial advice

      We may see a fair bit of trial and error before true innovation in the advisory space comes to fruition, writes Nick Lee...

      Professional Adviser | 30 Jul 2014 | 10:59
      donaldson-fraser

      DFMs under pressure over portfolio charges as FCA mulls review

      Discretionary fund managers (DFMs) are facing growing pressures to standardise managed portfolio fees as the Financial Conduct Authority (FCA) considers warning advisers against using any service where costs are not clear.

      Professional Adviser | 29 Jul 2014 | 08:49
      true-potential

      'Focus on technology' behind True Potential's profit surge

      Financial services firm True Potential (TP) has posted a further rise in profits in its half year results and has credited its "focus on providing technology" for its continued success.

      Professional Adviser | 23 Jul 2014 | 07:48
      logo-20reversed-20out

      Charles Stanley 'cautious' as commission income falls

      Charles Stanley has said it is approaching the coming months with caution after witnessing falling commission income, and significant costs to invest in the business.

      Professional Adviser | 23 Jul 2014 | 07:46
      carl-lamb

      Pillar of the community: A profile of IFA Carl Lamb

      Clients have always come first at Almary Green, the award-winning IFA firm run by Carl Lamb. But the company’s ethos doesn’t stop there; helping the wider community is also a key part of the firm’s strategy…

      Professional Adviser | 22 Jul 2014 | 11:07
      advice2

      Compulsory advice on DB to DC transfers move welcomed

      Stakeholders have welcomed the government's decision to mandate regulated advice for those seeking to transfer out of a private sector defined benefit (DB) pension scheme.

      Professional Adviser | 21 Jul 2014 | 10:28
      A magnifying glass and a book

      Six surprising snippets from the FCA's simplified advice paper

      The Financial Conduct Authority (FCA) has attempted to clear up some of the confusion surrounding the boundaries between various advice models, and clarify what constitutes a 'personal recommendation'.

      Professional Adviser | 15 Jul 2014 | 11:49
      moss-bruce

      Fog of uncertainty remains over simplified advice, says Moss

      The Financial Conduct Authority (FCA) has failed to provide clarity and reassurance over the development of simplified advice models in its latest consultation, according to eValue strategy director Bruce Moss.

      Professional Adviser | 15 Jul 2014 | 10:20
      Spotlight distribution cloud

      Breakdown: The five investment distribution models (as the FCA sees it)

      Think you know the full retail investment product distribution landscape?

      Professional Adviser | 14 Jul 2014 | 15:01
      complaints

      Fees and fund switches: The top 25 complaints investigated by the Pensions Ombudsman

      The ten most common complaints investigated by the Pensions Ombudsman in 2013-2014 excluded queries relating to fees, fund switches and pension liberation, figures show.

      Professional Adviser | 11 Jul 2014 | 11:04
      platform33

      Zurich cuts initial platform charge in fee structure revamp

      Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.

      Professional Adviser | 10 Jul 2014 | 07:26
      Arrow

      Why the platform price war is causing a headache for advisers

      Nicola Brittain investigates the impact of the industry's race to the bottom on advisers' platform strategies

      Professional Adviser | 10 Jul 2014 | 07:21

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