Nick Eatock: Providing value in the investment process

Greater control

clock • 3 min read

Love it or loath it, MiFID II has certainly brought greater transparency to the cost of investing and brought the question of what is or isn't value for money into sharp focus, writes Nick Eatock, who sets out the case for technology to play a part providing value to clients

Of course, advisers have been clear about their charges for at least eight years, since RDR came into force in 2012. Thanks to MiFID II, platforms and asset managers now have to adhere to the same standards making it easier for investors to find out the cost of the different services that go into creating and implementing their financial plans. Platform costs and charges statements in particular have brought value for money into the spotlight. In theory, seeing total costs and individual figures for the advice charge, platform fee, asset management fee and the cost of a discretionary fun...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read