Charging
Charging
Wealth manager St James's Place (SJP) is offering a range of extra services to strengthen relationships with new and existing clients.
31 July 2012
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Economics / Markets
The Investment Management Association (IMA) is to begin charging non-members to list funds in its sectors in a move that could see some groups removing vehicles from the listings altogether.
30 July 2012
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RDR
Financial advisers working in banks will have a tougher time than IFAs persuading clients to part with a fee for their services, research suggests.
30 July 2012
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RDR
Standard Life Investments (SLI) has joined a host of larger fund groups launching low-cost share classes ahead of the retail distribution review (RDR).
13 July 2012
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Wrap/platforms
Platform Axa Elevate has removed the fund switch charge on its bundled pricing structure.
11 July 2012
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Charging
The Financial Services Authority (FSA) is encouraging advisory businesses to review their replacement business sales processes.
05 July 2012
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Charging
The Investment Management Association (IMA) has called on fund groups to enhance transparency on charges across all investor-facing documents, as well as giving a more prominent position to the ‘ongoing charge' and provide details of transaction costs....
28 June 2012
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