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Brewin Dolphin advisers’ favoured DFM

Brewin Dolphin has been ranked the preferred DFM in a Money Marketing survey of advisers and paraplanners, well ahead of the next most favoured, Quilter Cheviot. Thirty-three per cent of respondents listed the business as their preferred DFM, followed by 10.2 per cent responding in favour of Quilter Cheviot. LGT Vestra, Brooks Macdonald and Parmenion […]

Chris Gilchrist: Buy now while stocks last

Listed equity is shrinking, reducing opportunities for investors Since early 1998, more equity has been withdrawn than added to the US stockmarket each year, while there has been a vast rise in corporate debt. US companies have shrunk their equity through large-scale buy-backs (about to be given another boost by the Trump administration’s favourable tax […]

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How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]

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MPs promise further British Steel charging probes

Work and pensions select committee chair Frank Field says it expects to publish further reports on adviser charging in light of the British Steel pensions saga. In its report on British Steel published on 15 February, the committee called for a ban on contingent charging and Field tells Money Marketing more work will be done […]

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Advisers’ platform satisfaction drops

Advisers are becoming less satisfied with the service they get from platforms, new research shows. A Defaqto survey of nearly 300 advisers shows adviser satisfaction levels with platforms have declined 6 per cent year-on-year and were down 7 per cent last year. Areas that advisers became increasingly dissatisfied with last year were technical assistance, platform […]