After more than 10 years of resistance to serious scrutiny, writes Adrian Boulding, Parliament, regulators and expert commentators are now all calling in unison for greater asset manager charges transparency
On 5 September the Work & Pensions Committee (WPC) held a highly-focused debate on the challenges of extracting increased charges transparency from asset management firms with a view to establishing a...
Adding $246bn in AUM
Plus worked example
Risk-profiling tools have provided a framework for advisers to manage client expectations but, writes Chris Fleming, key issues persist that have varying levels of implications for advisers and clients
100 new clients
Achievements, charity work and other happy snippets