A growing problem is how to compare performance after fees. Total expense ratios have become a standard way of comparing funds on a cost basis and although there are flaws in the system, at least it provides some point of commonality.
Insurance application outsourcing firm MorganAsh says it is worried over the quality of Bright Grey’s online application system after the provider admitted that large numbers of applicants are having to make material changes to their forms.
The continuing fall-out from the Competition and Markets Authority’s (CMA’s) review, the rise of the private GP and digital engagement will be the primary focuses in the private healthcare industry during 2015, according to Iain Laws, managing director, healthcare and group risk, at Jelf Employee Benefits.
A weekly account of the curious goings-on in the world of financial services A game of Brexit MonopolyLast week, in a foreign policy speech, Theresa May said Brexit negotiations were in their “endgame”. WSJ thinks this is highly unlikely, having heard that not even a quarter of European law has been rolled over yet. Wingate […]
KW Wealth chief investment strategist Richard Stammers on retaining control of its investment management and involving clients in decision making Is your approach to investment management in-house, outsourced or a combination of both?We do it ourselves. We have two businesses – the wealth platform and the investment management business. Our view is that wealth management […]
FCA must give greater consideration to where detailed rules would result in more effective regulation and better protection Last month saw Sipp provider Berkeley Burke lose its High Court appeal against the Financial Ombudsman Service. The appeal followed the Ombudsman’s decision against Berkeley Burke for failing to carry out adequate due diligence on an unregulated […]