Financial advisers unimpressed with Mifid II
Industry says it’s failed to deliver on objectives to improve integrity, fairness and efficiency
Netwealth
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Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’
Netwealth CEO says her firm is here to modernise money management
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Wealth managers battle to keep pace with robo technology
Tech upgrades become almost out of date straightaway
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Wealth managers ‘taking advantage’ of clients’ trust
Half of UK investors don’t know what they are being charged by their wealth manager, according to discretionary manager Netwealth.
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Netwealth appoints two shareholders to board
Wealth manager Netwealth Investments has appointed two of its shareholders, Edward Bonham Carter and Merryn Somerset Webb, as non-executive directors.
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Netwealth launches cost calculator in transparency push
Online wealth manager Netwealth says investors are often unaware of how much their wealth manager charges and has launched a tool to tackle the problem.