An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.
Advisers should tailor their ongoing services to their clients and don't need to see all of them annually to satisfy an unwritten rule about treating active customers fairly, Prudential head of business consultancy Paul Harrison has said.
Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.
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Advisory firms in Australia have seen profit margins erode in the wake of regulatory measures similar to the Retail Distribution Review (RDR). Now one consultancy claims UK firms face a similar outcome...
The "flabbergasted" boss of a national IFA has revealed the business received an unexpected 200,000% increase in a fee payment from a provider following an accounting gaffe.
US investment management giant Vanguard Group has officially unveiled its ‘robo' advice offering in the US, offering investors with minimum assets of $50,000 portfolio management for as little as 30bps annually.
Following last week's fixed fees versus percentage-of-assets adviser charging debate, IFA Keith Robertson argues there is a rational basis for a revolution in fees, and that it could "scare the pants" off his peers...
When adviser and business owner Dennis Hall sought to stop working with clients who had become unprofitable, the unexpected response meant a change of approach was needed...
That's it folks - our adviser charging debate examining the legitimacy of percentage charging in a post-RDR world is over. But who between our proposer Alan Smith and opposer Clive Waller goes home with the win?
We are nearing the end, dear readers. After a week of hearty, healthy debate on whether percentage charging models are a "relic of a bygone era", we publish our experts' final statements. Who wins your vote?
Do fixed fees represent the 'modern' way to charge for an adviser's services? That's the proposition in our ongoing Oxford-style 'flat fees vs percentage charging' debate. Today, guest contributor and journalist John Lappin shares his thoughts...
Eliminating "hidden" pension charges will be a target for the Scottish National Party (SNP) following next month's general election, it has pledged in its manifesto.
Professional Adviser's observer-from-afar Brendan Llewellyn questions the lack of competition between advisers...
A comprehensive list of businesses identified as offering 'robo-advice' in the US suggests investor appetite can be vast...
In the second part of a new series exploring firms' investment processes, Brendan Llewellyn uncovers 11-adviser Independent Financial Solutions' approach...
In the first of a new series exploring firms' investment processes, Brendan Llewellyn uncovers Glasgow-based IFA Finesco Financial Services' approach...
The Financial Conduct Authority (FCA) and Department for Work and Pensions (DWP) have issued a call for evidence on which costs should be included in annual charge disclosures on workplace pension schemes, as part of a project to allay savers' fears about the 'dark corners' of the investment and pension sectors.
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