Face-to-face advice still holds a firm place in serving clients, despite an increasing demand for mobile and remote services in adviser practices. Research from consolidator Fairstone from November shows there has been a 10 per cent decrease in the use of face-to-face financial advisers over the past seven years. However, advisers speaking to Money Marketing […]
I have a holding in a well-known UK equity fund via a popular platform. My platform has recently negotiated a 10 basis points discount on fund charges in the form of a new discounted share class. All good so far. In fact, the FCA will be delighted that competition is working so well. The problem […]
Defined benefit transfer values remained largely unchanged from January to February according to Xafinity’s latest data. Figures from the firm’s transfer value index shows transfer values have been stuck in the same pattern since mid-September 2017. This has been driven by gilt yields and inflation that were constant over the month as the index climbed […]
When a mega-merger like one the size of Standard Life Aberdeen happens, it should not come as a surprise when some staff are not entirely enthusiastic about it. That is why firms like Investec Asset Management have been happy to open the doors to many of those who found themselves in the middle of such […]
A month after taking over the Artemis UK Select Fund, Ed Legget explains a (subtle) change in style; and gives his outlook for 2016.
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Henry Tapper: ‘We’ve really made a mess of DB transfers’
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
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