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D2C

Adviser tips

Five questions every forward-thinking firm should ask

TRENDS

clock 06 June 2013 •

Regulation

DIY investors still facing 'excessive' exit fees

Investment platforms are still slapping customers with excessive penalties in an attempt to discourage them from leaving.

clock 10 April 2013 • 3 min read

Wrap/platforms

Axa ramps up D2C adviser proposition

Axa is considering allowing small firms access to its Self Investor service, which lets advisers provide a restricted direct-to-consumer proposition to clients.

clock 06 March 2013 •

Investment

What is the best way to catch 'orphan' clients?

ORPHAN CLIENTS

clock 12 February 2013 •

Wrap/platforms

Hargreaves ready to respond to potential price war

Platform giant Hargreaves Lansdown has said it is ready for any price war started by rivals looking for a foothold in the direct to consumer market.

clock 07 February 2013 •

Wrap/platforms

Barclays: platforms 'taking advantage' of RDR to boost prices

Analysts at Barclays have expressed "surprise" at high pricing at the lower end of the platform market.

clock 05 February 2013 •

Your profession

Charles Stanley appoints investment director for D2C launch

Charles Stanley has appointed Douglas McNeill as investment director for its new direct-to-client service, due to launch at the end of March.

clock 07 January 2013 •

Pensions

Former Egg director outlines his sub-£100 advice offering

CHEAP ADVICE?

clock 04 December 2012 •

Wrap/platforms

Informed Choice to launch exec-only proposition

Adviser firm Informed Choice is to launch an execution-only platform in a bid to attract mass-market clients.

clock 04 December 2012 •

RDR

Fee aversion post-RDR will drive provider D2C shift - Deloitte

Providers must overhaul their direct-to-consumer (D2C) offerings to serve consumers who ditch advice after the Retail Distribution Review (RDR), Deloitte has said.

clock 28 November 2012 •
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