The shrinking sphere of influence

The average number of funds on direct platform select lists has reduced by 10 in the last year. Some of the main cuts came with the relaunches of Hargreaves Lansdown’s Wealth 50 and Interactive Investor’s Super 60 at the start of the year. Select lists play a...

The digital journey continues

We are still in the early days of digital personal investing. The last few years have seen some interesting developments around guidance, select lists and investment solutions (whether that means funds or robo portfolios). However, we’re lagging behind on getting...

Lloyds and Schroders stepping into the advice gap

This week we heard more about Schroders Personal Wealth, the joint venture with Lloyds which aims to become a ‘top three UK financial planning business within five years’. The RDR largely killed off financial advice in bank branches as well as wresting control...

A Valentine’s Day KISS from AJ Bell

Yesterday, AJ Bell Youinvest announced a cut on its multi-asset funds to 0.35%. The steady growth of its passive fund range has allowed it to slash the OCF, passing on savings to investors. The recent FCA asset management market study highlighted that investors often...