A rival to Nutmeg? Under the bonnet of Hargreaves' D2C discretionary service

        Professional Adviser | 03 Sep 2014 | 12:37

        Hargreaves Lansdown is taking aim at the low-end direct-to-consumer (D2C) discretionary market after announcing plans to unveil a portfolio management service in 2015 with a minimum investment below £10,000.


        Passive price war: Five of the most expensive UK equity trackers

        The price war in the passive space continues to rage but some providers are refusing to play ball, offering trackers with fees as steep as active funds...

        Professional Adviser | 02 Sep 2014 | 16:10
        Vanguard logo

        Vanguard cuts charges on 25 funds as tracker price war hots up

        Vanguard is to cut charges on 25 UK and Irish-domiciled funds, including its LifeStrategy range, as it responds to recent price cuts from other providers in the tracker space.

        Professional Adviser | 28 Aug 2014 | 12:45

    Other Charging articles


      IFP board director reveals charges for simplified advice business

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

      Professional Adviser | 26 Aug 2014 | 09:42

      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

      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

      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

      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

      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

      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

      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

      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

      '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

      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

      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

      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

      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



    Should pension providers who withdraw from or fail to participate in auto-enrolment be fined?