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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...
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.
Other CWC research articles
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.
Details for the 2012 UK Platform Awards have been released.
Last year’s Aberdeen UK Platform Awards dinner raised more than £22,000 for the Help for Heroes charity, organiser CWC Research has announced.
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.
Owain Thomas finds that, sometimes, driving a Ford Focus rather than an Aston Martin is a good thing
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.
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, director at CWC Research, on why Barclays quitting branch-based financial planning is bad news for IFAs.
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.
Standard Life took home the top gong of Platform of the Year at the Aberdeen UK Platform Awards.
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.
Clive Waller, managing director of CWC Research, discusses the contentious issue of platform charging.
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