CWC research

Investment

Advisers must rethink CIPs and pricing for decumulation clients - research

‘Cannot justify 1% for annuity replacement’

clock 25 October 2017 • 3 min read

Your profession

Clive Waller: Platforms' major role in model portfolios

New category for UK Platform Awards

clock 11 September 2017 • 2 min read

Your profession

Five ways the adviser business model must adapt - Clive Waller

Follows research with the lang cat

clock 27 April 2017 • 2 min read

Companies

RSMR targets adviser DFM due diligence with new product

Hits back at 'ratings can be bought' report

clock 15 April 2016 • 3 min read

Regulation

'Disappointing' FCA due diligence review misses real adviser issues, consultancy warns

Review is 'too high level'

clock 22 February 2016 • 4 min read

Regulation

FCA raises concerns about advisers' platform due diligence

Platform due diligence is lacking

clock 19 February 2016 • 5 min read

Multi-manager

DFM costs still 'impossible' to rate as FCA reviews due diligence

Due diligence on CIPs 'virtually impossible'

clock 14 February 2016 • 3 min read

Wrap/platforms

Clive Waller 'proud' of industry as Platform Awards raises £54k for Cancer Research

Clive Waller, founder of the annual Platform Awards, has expressed his pride at thanks for the industry, which raised £54,000 for his late wife Monica's chosen charity Cancer Research.

clock 30 September 2015 •

Wrap/platforms

UK Platform Awards co-founder Monica Waller passes away

Monica Waller, co-founder of The Investment Network and the Aberdeen UK Platform Awards, has died after a short illness.

clock 09 April 2015 •

Multi-manager

Advisers risking FCA wrath over 'impossible' DFM cost comparisons - report

Advisers are being exposed to accusations of negligent advice by the regulator because comparing charges for the most common outsourced investment options - multi-manager (MM) and discretionary fund managers (DFMs) - is "impossible", according to a damning...

clock 21 January 2015 •