The use of super clean share classes by certain platforms is beginning to cause 'unintended restrictions' for clients trying to re-register to alternative platforms.
Murdoch Asset Management director Tony Dunne has warned clients are at risk of losing out in terms of their tax position, and from being out of the market, because of problems transferring clients from...
'Better value for money'
Inflows increased 67% in the quarter
Starting next month
Platform tools fall short
Made an offer last year
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams