Advisers underestimating all in costs
Advisers are underestimating all-inclusive costs to clients by as much as 1% per year a new survey by Defaqto suggests.
Fees
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As fees fall so provider focus must shift
As price cuts across the financial sector bring fees ever closer to zero, so the focus shifts slowly to other ways of maintaining customer loyalty.
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Is active management now cheap enough to justify
New research by the Pensions Institute demonstrates that even star fund managers struggle to beat the benchmark, when costs and fund size is included.
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Firms face 460m annual bill for regulation
Advisory firms based in the UK are spending an estimated £460m each year on the direct and indirect cost of regulation, according to a recent study.
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IMA launches single pounds and pence fee plan
The IMA’s pounds and pence single fee plan has been formally ratified by the Financial Reporting Council.
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Survey finds rising ire at wealth management fees
Survey indicates wealth management clients may be growing less tolerant of fee levels
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HL in u-turn over investment trust fees
Hargreaves Lansdown has u-turned on its decision to apply a separate fee for investment trust holdings through its Vantage platform.
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Charles Stanley Direct waives HNW fee
Charles Stanley Direct has agreed a six-month fee waiver for all new clients with a minimum balance of £500,000.
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Bestinvest divulges new pricing structure
The latest in a series of pricing model announcements, Bestinvest charges fees operating on the same pricing structure.
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analysis rdr pressure on adviser fees
RDR has generated a number of unintended consequences and its potential impact on the types of fund investors want to buy has been a significant challenge for some fund managers.
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Henderson cuts fee on Pattullo and Barnard trust
The board of Hendersons Diversified Income trust has decided to reduce the vehicles management fee from 0.75% to 0.65% of gross assets.
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Advisers falsely claiming independence
An early FCA review into the adjustment to RDR shows some advisers continue to describe themselves as independent yet are choosing products from a limited number of providers.
