Monica Waller, co-founder of The Investment Network and the Aberdeen UK Platform Awards, has died after a short illness.
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 report.
Advisers could be worth up to 3% a year in net returns to clients, compared to what they could achieve on their own, according to research by Vanguard Asset Management. But the figures don't add up, says Clive Waller...
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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.
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...
Financial advisers are being invited to cast their votes in three key categories at the Aberdeen UK Platform Awards.
Research has shown advisers assess product attributes over any pricing consideration when advising on 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.
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.
Clive Waller, managing director of CWC Research, looks at technology developments affecting the platform industry.
Be it pre or post election, there are always imperatives; things any government or government in waiting must aim for.
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