‘Cannot justify 1% for annuity replacement’
New category for UK Platform Awards
Follows research with the lang cat
Hits back at 'ratings can be bought' report
Review is 'too high level'
Platform due diligence is lacking
Due diligence on CIPs 'virtually impossible'
Clive Waller, founder of the annual Platform Awards, has expressed his pride at thanks for the industry, which raised £54,000 for his late wife Monica's chosen charity Cancer Research.
Monica Waller, co-founder of The Investment Network and the Aberdeen UK Platform Awards, has died after a short illness.
Advisers are being exposed to accusations of negligent advice by the regulator because comparing charges for the most common outsourced investment options - multi-manager (MM) and discretionary fund managers (DFMs) - is "impossible", according to a damning...
'Unbelievable, flawed, ludicrous': Clive Waller savages Vanguard research on value of advice
Nearly half of asset managers have said they will not offer discount share classes to platforms as they do not class them as distributors, preferring instead to deal directly with larger advisers.
The shortlists for the Aberdeen UK Platform Awards 2013 have been announced. We start with the nominees for the big one: Platform of the Year...
Financial advisers are being invited to cast their votes in three key categories at the Aberdeen UK Platform Awards.
Details for the 2012 UK Platform Awards have been released.
Last year's Aberdeen UK Platform Awards dinner raised more than £22,000 for the Help for Heroes charity, organiser CWC Research has announced.
Most advisers intend to retain their independent status post RDR, but this appears to clash with the plans of firm principals and network bosses, research suggests.
Owain Thomas finds that, sometimes, driving a Ford Focus rather than an Aston Martin is a good thing
After the fall-out from the FSA’s recent platform policy paper, CWC Research’s Clive Waller warns the regulator is not concerned enough about consumer outcomes
Research has shown advisers assess product attributes over any pricing consideration when advising on protection.
A 'read-across' of the retail distribution review (RDR) to the protection space remains a possibility and intermediaries must continue to lobby hard to prevent it, an industry consultant said.
The protection sector has a "colossal opportunity" to expand after the Retail Distribution Review (RDR) but many IFAs lack protection knowledge and those that do have it do not use it, according to new research.
Clive Waller, director at CWC Research, on why Barclays quitting branch-based financial planning is bad news for IFAs