Life is harder now (in investment outsourcing, anyway)
Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The report is made up of qualitative adviser and industry interviews by CWC Research, alongside quantitative analysis by the lang cat of a range of discretionary […]
Nothing to do with buses
Hello again. You know what they say; platform pricing changes are like buses. You wait ages for one to come along and then! Actually, no-one says that. It’s a rubbish analogy. And the buses around here are pretty good. Anyway. Yes, only a week ago we were digesting the pricing changes made by Ascentric, and […]
Nothing to do with buses
Hello again. You know what they say; platform pricing changes are like buses. You wait ages for one to come along and then! Actually, no-one says that. It’s a rubbish analogy. And the buses around here are pretty good. Anyway. Yes, only a week ago we were digesting the pricing changes made by Ascentric, and […]
Cards on the table: Ascentric goes all-in
It’s been ages since I’ve blogged, mainly as it’s been a while since a provider made a big pricing shift. Most of the activity on that front in recent times has understandably focused on changes to SIPP and drawdown fees following the budget. Quite a number have trimmed charges, with some removing them altogether. Which […]
Cards on the table: Ascentric goes all-in
It’s been ages since I’ve blogged, mainly as it’s been a while since a provider made a big pricing shift. Most of the activity on that front in recent times has understandably focused on changes to SIPP and drawdown fees following the budget. Quite a number have trimmed charges, with some removing them altogether. Which […]
Guest blog from Rob Bray
Rob Bray is a Wealth Architect, which is probably some kind of a financial planner or something, with Imperious Capital. He’s also a loose cannon and a great writer, all of which makes him someone we’re chuffed to have doing a guest blog on the site. Rob sent me this note after reading The Value […]
Guest blog from Rob Bray
Rob Bray is a Wealth Architect, which is probably some kind of a financial planner or something, with Imperious Capital. He’s also a loose cannon and a great writer, all of which makes him someone we’re chuffed to have doing a guest blog on the site. Rob sent me this note after reading The Value […]
Graham Greene gets insured fund economics
The first blog from me for a very, very long time. Once you get out the habit of this stuff it’s hard to get back into it. Never mind, here we are now. I know how you’ve all missed it, so much so that you’ve barely felt able to articulate how keenly you feel its […]
Graham Greene gets insured fund economics
The first blog from me for a very, very long time. Once you get out the habit of this stuff it’s hard to get back into it. Never mind, here we are now. I know how you’ve all missed it, so much so that you’ve barely felt able to articulate how keenly you feel its […]
A new dawn rises – but not on exit charges
Nick Paler’s interview with Hargreavesâ?? Ian Gorham in Professional Adviser last week caught my eye. Headlined ‘We will not scrap exit fees until FCA tightens transfer rules‘, in it Gorham explains the thinking behind Hargreaves campaign for the FCA to take action and make transfers of stock easier to do across the whole industry. It’s […]
