CWC research

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

        Professional Adviser | 21 Jan 2015 | 08:13

        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.

        Storm warning

        'Ludicrous': Consultant savages Vanguard value-of-advice research

        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...

        Professional Adviser | 09 Dec 2014 | 12:08

        Is the move to super clean worth the trouble?

        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.

        IFAonline | 06 Dec 2013 | 13:05

    Other CWC research articles


      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

      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

      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

      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

      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

      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

      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: 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

      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

      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

      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

      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

      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

      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

      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


    Should non-advised retirees cashing in their pension pots be given a 30 day cooling-off period?