Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how
Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how
Well, this is a turn-up for the books. Fidelity FundsNetwork (the SPECTRE of fund supermarkets to Skandia’s SMERSH) has announced that it’s going to start publishing the rebates it receives
Well, this is a turn-up for the books. Fidelity FundsNetwork (the SPECTRE of fund supermarkets to Skandia’s SMERSH) has announced that it’s going to start publishing the rebates it receives
Now that was a paper and a half. PS11/9 will, I think, in time be seen as a watermark in terms of what FSA have to say about those who
Now that was a paper and a half. PS11/9 will, I think, in time be seen as a watermark in terms of what FSA have to say about those who
Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or
Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or
One of the luxuries of being independent is that you can take your time to think about the stories of the day before posting. So it’s in that spirit that
One of the luxuries of being independent is that you can take your time to think about the stories of the day before posting. So it’s in that spirit that
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
