Investors wishing to move from direct-to-consumer to adviser platforms face "punitive" exit fees, according to analysis by the lang cat.
Close to half of the D2C platforms researched by the platform consultancy charged some form of exit fee for ISA transfers, while 87% did so for self-invested personal pensions (SIPPs). More than half also...
Effective 1st December
Mix it with the big boys
'Leave no stone unturned'
Calculates best platform for client
Mixed industry reaction to new appointment
Britons will head to the polls today for the nation’s third general election in less than five years.
Adviser recommended products before death
Postcard Planning and NextGen Planners’ Rohan Sivajoti talks to Hannah Godfrey about how his experience in financial services as an ethnic minority differs from his fathers’, who worked in the sector some 40 years ago...
And mortgage lending