How much? The crux of adviser firm charging models

'Wide variety of fee combinations'

clock • 8 min read
"This can be a big area of concern with percentage of assets-based charging where the requirements of a client become relatively simple or their asset value is relatively large." - Ed Gibson
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"This can be a big area of concern with percentage of assets-based charging where the requirements of a client become relatively simple or their asset value is relatively large." - Ed Gibson

Since the Retail Distribution Review was first confirmed around a decade ago, charging models have been a long-running topic of debate within the financial advice arena, but where are current trends heading? Melanie Boulton explores the issues

Although the UK is by all accounts exiting the Covid-19 pandemic, uncertainty remains and the financial advice profession is still under pressure. Clients who have been hit badly by the pandemic, and with...

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