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Adviser satisfaction with DFMs falls

Adviser satisfaction ratings with discretionary fund managers have dropped in the latest index from Defaqto. The consultancy asked advisers to rate discretionary fund managers across 14 categories in relation to their importance. The survey showed that investment flexibility was most important for advisers, in terms of range of assets and range of options. Quality of […]

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Neil MacGillivray: When expression of wish forms can let clients down

Clients cannot always rely on pension providers to follow their wishes when it comes to beneficiaries on death Headlines earlier this year drew attention to a startling statistic that 750,000 people coming up to retirement are at risk of their pension being passed on to an ex-partner when they die because they have not updated […]

Consolidator unveils new buy-out offer for retiring advisers

Consolidator Fairstone has launched a new Individual Buy Out programme to help advisers create exit strategies for their firms. The scheme enables advisers to build a long-term tax-efficient retirement fund while keeping continuity of service for their clients. Advisers will receive an initial capital sum, a proportion of ongoing fee revenue for an agreed period […]

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FCA director: New rules will deliver a fair, open asset management industry

Last week, the FCA took the next step in improving competition in the asset management industry. We have made new rules and are now consulting on further proposals. Our asset management market study has been one of the most comprehensive competition investigations the FCA has yet done. These reforms contribute to an already high volume […]

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