Firms hit by interim consumer credit licence charges began receiving rebates in January.
The new Y share class will be 5bps lowers than wider market equivalents.
Old Mutual Wealth says it will not force Intrinsic advisers down the single-tied route.
Support services firm plans to include cashflow modelling assessment.
Advice firm has been included in the index with a market cap of £4.5bn.
Deutsche Bank will sell its regional wealth management business to Permira for an undisclosed sum
McKee has been replaced in the role by Royal London group customer services director Isobel Langton
Old Mutual chief exec Paul Feeney says if there are other deals to be done they would be carried out via Intrinsic
Investors must have a “Minimum Acceptable Return” otherwise taking on risk is pointless. MAR is the client’s critical target requirement, plus inflation, plus TCO.
There is nothing wrong with restricted advice but trying to blur the difference between restricted and independent simply confuses consumers.
Why is there so little representation of financial advisers at the top of the regulator?
Consumers confusion over advice, information and guidance is holding them back from engaging with financial advisers and planners.
The RDR has prompted me to set up a new venture to take advantage of the opportunities at the top end of the market.
The sums of money mentioned in press releases are often works of fiction, paper valuations which are entirely aspirational.
Weekly Adviser View
Client feedback tends only to highlight clients who are very happy or very unhappy.
An advisory business that neglects its continuing professional development risks falling behind and failing clients.
The RDR is offering advisers the chance to grow but individual businesses need to attract new recruits to ensure any expansion is sustainable
Unbiased.co.uk chief executive Karen Barrett says today’s advisers cannot ignore technology and need to be multi-media aware. Interview by Amanda Newman Smith
Most recent comments
Trade Body View
It is in the public interest to seek a solution to the advice gap that has widened since the withdrawal of mass market advice.
Advisers should polish up their ‘people skills’ to add value post-RDR