The Financial Conduct Authority (FCA) has published an occasional paper on the back of its Asset Management Market Study assessing the best ways to present charges information to investors, after its AMMS found that some charges are not always visible to retail investors and, when they were, investors might not pay sufficient attention to charges or understand their impact on investment returns.
Now you see it: drawing attention to charges in the asset management industry experimented with a simulated online platform with over 1000 non-advised investors to test the impact of four ways of presenting...
Client invested £25,000 through DFM service
Kept details private
SIPP claims up 114% year on year
SM&CR, compliance and HR
Bought BHS for £1
For 2022 Winter Olympics
30 years experience
It’s The Pro Adviser Podcast
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
£3.4bn released last year