by Jeremy Fawcett | 21 September 2018 | Archive
Average fund charges have fallen through the floor in the UK since the RDR. Ongoing charges – that had been 1.22% back in 2013 – fell to 1.03% in 2016 and then have dropped even more to 0.82% in 2018, according to Morningstar data. The RDR has driven clean share...
by Rodolfo Crespo | 14 September 2018 | Archive
Hong Kong and Singapore have been attracting talent and wealth for some time. These days, they also compete to be amongst the most influential fintech and private banking hubs in the world. Many international asset managers have tried to tackle these markets but only...
by Andrew Ashwood | 31 August 2018 | Archive
Many advisers are none too confident about the differences between the various species of fund-of-funds/multi‐manager and multi‐asset funds, according to Platforum research. So when is a multi-asset fund really using a direct multi-asset approach and does it matter if...
by Andrew Ashwood | 24 August 2018 | Archive
Our latest UK Adviser Platform Guide – Market Update reveals the adviser platform market grew at 6.3% over the second quarter of 2018 to stand at just over £500bn. Market conditions improved in the quarter and platforms have returned to growth, following a small...
by Jeremy Fawcett | 17 August 2018 | Archive
This week, Charles Stanley Direct hiked its headline platform fee from 0.25% to 0.35%. The company blames the increase in charges on the tech investment required to provide a top service (having scooped the Platforum Best Direct Platform for Customer Service award...
by Joshua Taylor and Mariam Pourshoushtari | 10 August 2018 | Archive
Over 40% of adviser firms have reviewed their charging structures in the last six months. And nearly all adviser firms have taken a long hard look at their approach to adviser charging in the last two years, according to our adviser survey for the latest Platforum...
