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Author profile

Henry Brennan

Articles by Henry Brennan

Wrap/platforms

Standard Life matches Hargreaves with average 53bps on discounted funds

Standard Life has secured discounts from 12 external fund groups across 291 clean funds, equivalent to an average AMC discount of 13bps.

clock 26 March 2014 •

Investment

Charles Stanley appoints life planning expert wealth management director

Charles Stanley has appointed Simon Davis as a director of wealth management in the company's financial services division.

clock 25 March 2014 •

Wrap/platforms

Fidelity joins calls for exit fee restrictions

Fidelity Personal Investing has called for a ban on exit fees from all long term savings products in order to improve competition in the direct-to-consumer marketplace.

clock 24 March 2014 •

Regulation

Five things clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend

clock 24 March 2014 •

Regulation

Budget wishlist: What advisers want from the Chancellor

What do advisers want from this year's Budget?

clock 14 March 2014 •

Wrap/platforms

Big comeback: Will unit rebates form the basis of discounts?

Why have so many of the preferential fund deals announced in recent weeks been based on unit rebating rather than the launch of super clean share classes?

clock 13 March 2014 •

Pensions

AXA Wealth launches online pension top-up service

Axa Wealth has launched an online pension top-up service for its Retirement Wealth Account and Individual Personal Pension.

clock 12 March 2014 •

Wrap/platforms

Interactive Investor launches D2C white label offering

Interactive Investor has launched a direct-to-consumer (D2C) white label proposition with FE Trustnet as its first partner.

clock 12 March 2014 •

Wrap/platforms

Standard Life wrap launches DFM service

The Standard Life wrap is launching a third party discretionary fund management (DFM) service for advisers.

clock 11 March 2014 •

Wrap/platforms

Advice trespass fears stunting D2C platform market - report

Ensuring direct-to-consumer (D2C) platforms do not stray into advice has become an "obsession" that is ultimately stunting innovation, a report has concluded.

clock 11 March 2014 •
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