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

Aberdeen's Kenny on 'hugely worrying' financial literacy gender gap

Aberdeen's Kenny on 'hugely worrying' financial literacy gender gap

Recent research findings

Jen Frost
clock 09 March 2026 • 3 min read
News editor's view: What I've learnt from ambitious young women in advice

News editor's view: What I've learnt from ambitious young women in advice

To mark International Women’s Day this year, I wanted to shine a light on the young female talent out there in the advice profession.

Isabel Baxter
clock 06 March 2026 • 4 min read
Give to Gain: Why lifting women lifts the entire financial sector

Give to Gain: Why lifting women lifts the entire financial sector

Sharing time, knowledge and opportunity creates meaningful change

Steph Willcox
clock 06 March 2026 • 4 min read