CWC research

Is the move to super clean worth the trouble?

IFAonline | 06 Dec 2013 | 13:05

Is a 10bps reduction enough to prompt an adviser to review their fund selection? Henry Brennan finds out if super clean is too much bother.

clean-up
waller-clive

Almost half of fund managers 'will not offer better terms to platforms'

Nearly half of asset managers have said they will not offer discount share classes to platforms as they do not class them as distributors, preferring instead to deal directly with larger advisers.

IFAonline | 27 Nov 2013 | 10:50
A bottle of champagne being opened

Announced: The shortlists for Aberdeen UK Platform Awards 2013

The shortlists for the Aberdeen UK Platform Awards 2013 have been announced. We start with the nominees for the big one: Platform of the Year...

IFAonline | 16 Sep 2013 | 16:40

Other CWC research articles

champagne86

Advisers urged to cast votes for Aberdeen UK Platform Awards

Financial advisers are being invited to cast their votes in three key categories at the Aberdeen UK Platform Awards.

IFAonline | 28 Jun 2013 | 11:15
A bottle of champagne being opened

UK Platform Awards 2012 details announced

Details for the 2012 UK Platform Awards have been released.

IFAonline | 24 Apr 2012 | 11:51
waller-clive

Platform awards dinner raises £22k for charity

Last year’s Aberdeen UK Platform Awards dinner raised more than £22,000 for the Help for Heroes charity, organiser CWC Research has announced.

IFAonline | 10 Apr 2012 | 16:18
fight-pa

Advisers clash with bosses on independence

Most advisers intend to retain their independent status post RDR, but this appears to clash with the plans of firm principals and network bosses, research suggests.

IFAonline | 29 Mar 2012 | 11:15
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Individual IP - Time to change gear?

Owain Thomas finds that, sometimes, driving a Ford Focus rather than an Aston Martin is a good thing

Cover | 16 Dec 2011 | 10:20
waller-clive-cut

Blog: How can you regulate software?

After the fall-out from the FSA’s recent platform policy paper, CWC Research’s Clive Waller warns the regulator is not concerned enough about consumer outcomes.

Professional Adviser | 18 Aug 2011 | 08:00
waller-clive

Advisers unswayed by protection policy pricing - Research

Research has shown advisers assess product attributes over any pricing consideration when advising on protection.

Cover | 15 Jul 2011 | 15:50
waller-clive

Waller: we cannot rule out RDR read-across to protection

A 'read-across' of the retail distribution review (RDR) to the protection space remains a possibility and intermediaries must continue to lobby hard to prevent it, an industry consultant said.

Cover | 14 Jul 2011 | 16:14
waller-clive

IFAs lack protection knowledge as RDR presents 'colossal opportunity'

The protection sector has a “colossal opportunity” to expand after the Retail Distribution Review (RDR) but many IFAs lack protection knowledge and those that do have it do not use it, according to new research.

Cover | 26 May 2011 | 15:36
waller-clive-cut

Blog: Barclays’ exit is nothing to gloat about

Clive Waller, director at CWC Research, on why Barclays quitting branch-based financial planning is bad news for IFAs.

Professional Adviser | 03 Mar 2011 | 08:00
waller-clive

You cannot afford to fail the Panorama test

Dear FSA, I do hope you won’t mind me expressing a little surprise at some of the contents of your platform paper, but be honest: you have done something of a U-turn.

Professional Adviser | 25 Nov 2010 | 08:00
uk-platform-awards

Standard Life named Platform of the Year

Standard Life took home the top gong of Platform of the Year at the Aberdeen UK Platform Awards.

IFAonline | 30 Sep 2010 | 08:02
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How can technology improve platform due diligence?

Clive Waller, managing director of CWC Research, looks at technology developments affecting the platform industry.

Professional Adviser | 08 Sep 2010 | 13:30
vote-box-big-jpg

Election 2010: Protection and PMI manifesto wishes

Be it pre or post election, there are always imperatives; things any government or government in waiting must aim for.

Cover | 30 Apr 2010 | 10:27
waller-clive-cut

Clive Waller tackles platform charging

Clive Waller, managing director of CWC Research, discusses the contentious issue of platform charging.

Professional Adviser | 25 Feb 2010 | 09:00
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Advisers call for RDR spotlight on platforms

Platforms should come under the same whole of market regulatory scope as investment products post-RDR, according to advisers.

IFAonline | 11 Feb 2010 | 15:00
FSA headquarters

Protection: Can we second guess the FSA?

Clive Waller, director at CWC Research, takes a closer look at what CP 09/31 could mean for protection IFAs...

IFAonline | 28 Jan 2010 | 10:45

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