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Platform costs
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How low can platform costs go?

Will technology drive fees below 10 basis points? Downward pressure on fees and charges has been affecting all corners of the retail investment market, with experts now questioning exactly how low pricing can go when it comes to adviser platforms. However, finding efficiencies must be balanced with the ability to run a viable business, as […]

Tony Mudd: Are clients at risk of HMRC trust reporting penalties?

A worrying 75 per cent of lifetime trusts have yet to file required IHT returns in respect of the periodic charge The Finance Act 2006 must still be one of the most significant in memory for advisers operating in the estate planning market. Without warning, the government introduced sweeping changes to the way in which […]

Clive Waller: More regulation is not better in the digital world

Regulatory issues around advice versus guidance and suitability create problems for digital platforms but digitalisation will march forward regardless. I have just finished Nassim Taleb’s new book Skin In The Game. He is hugely critical of regulators, financial advisers, life coaches… oh, and consultants. It’s the bit about regulators that fascinates – the fact that there […]

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Steve Webb: A perfect storm for DB transfer complaints

Complaints about DB transfers are currently low but claims management firms and a stockmarket downturn could create choppy conditions for advisers. The national press has come to a pretty unanimous conclusion that defined benefit to defined contribution pension transfers will be the next mis-selling scandal. Although the Financial Ombudsman reports low levels of complaints about […]

Argentina & the IMF

Thomas Smith, Co-Head of Emerging Market Equities, Neptune An interview with Reza Moghadam, who spent more than twenty years at the IMF, where he shares his views on Argentina’s negotiations with the IMF… https://www.realworldinvestors.com/Posts/Team-Talk/2407 Investment risksThe value of an investment and any income from it can fall as well as rise as a result of […]

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