Adviser trade body Pimfa wants the FCA to better communicate proposed changes to its fees so more firms will be engaged in its consultations. The FCA published its consultation on proposed fees and levies for 2018/2019 in April. Submissions closed today. A 4.2 per cent increase in adviser fees was proposed for the coming year. […]
The reason the customer is always right is because if you insist they are wrong, they stop being your customer. Most of them, at least. But that doesn’t mean you can’t or shouldn’t challenge them. What clients value from financial advice is, broadly, the trust that their finances are being taken care of by someone […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
Hundreds of Cofunds’ advised clients have been locked out of their accounts after being moved to the new Aegon platform over the first May bank holiday weekend, the provider has confirmed. In a statement, Aegon says there are around 400 advised clients who can’t access their account through the website. However, they can get access by […]
By Denise Wond, Marketing Relationship Manager, Royal London Do you consider yourself lucky? I don’t; I never seem to win a prize in the raffle, if there’s a cancelled train it’s usually the one I’m meant to be on and don’t start me on last year’s holiday. On the other hand, when I think about […]
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