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

Why human connection remains central in a digitally enabled advice sector

Why human connection remains central in a digitally enabled advice sector

'It is clear that the sector is moving through a significant period of transformation'

Tim Riseborough
clock 17 December 2025 • 3 min read
Why advisers shouldn't rush into private markets

Why advisers shouldn't rush into private markets

'There's only so long the hamster wheel can keep turning'

Justin Cash
clock 15 December 2025 • 4 min read
Adviser workload set to rocket ahead of IHT on pensions changes

Adviser workload set to rocket ahead of IHT on pensions changes

Large volumes of clients will need reviews of financial plans

Isabel Baxter
clock 15 December 2025 • 3 min read