In a world where returns are harder to generate, writes Graham Bentley, it should not be beyond the wit of the financial services sector to model a fairer approach to applying fees on long-term books of business
As Bob Dylan sang in 1964, "the times they are a-changin'". The generation he was singing to forms today's wealthy clients - the ‘Born in the 50s' beneficiaries of plummeting interest and inflation rates....
'PROD should be in the engine room'
Chanced products are 'underwater'
Christopher Woolard speech
First referenced in 1930s
Charlton Wealth Management
Woman of the year – investment advice
It’s The Pro Adviser Podcast
£5m lost to fraud between February and June