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Latest News - Iain Martin

DFMs turn up the heat on multi-managers in outsourcing battle

Discretionary fund managers are turning up the heat in their bid to attract a share of the outsourcing market away from multi-manager and multi-asset funds.

The Wrap Factfiles: James Hay Wrap revamped and re-examined

The James Hay Wrap has recently undergone a revamp and changed its charging structure. Figures given include its Sipp business.

The Wrap Factfiles: All you need to know about Sippcentre

AJ Bell’s Sippcentre added an ISA and dealing account to its Sipp last year to establish itself as a platform contender. Here we examine its proposition.

Wrap Factfiles: The fundamentals behind FundsNetwork

Fidelity’s FundsNetwork recently became the first fund supermarket to launch an unbundled charging structure. Here’s everything you need to know about the platform.

Wrap Factfiles: The lowdown on Cofunds

We turn our attentions to Cofunds, one of the ‘big three’ platforms. How does its proposition stack up against its rivals?

Platform charges: your definitive guide to who costs what

Platform charging structures aren't always the easiest to understand, so we've tried to make the job of picking the right one for your clients easier. We run through what each of the major players is offering in this handy guide.

Wrap Factfiles: Lifting the lid on Aegon's new offering

The newest platform on the block and the latest in a long line of life company offerings, Aegon Retirement Choices was launched in November last year

Wrap Factfiles: Ascentric under the spotlight

Royal London-owed wrap Ascentric was launched in 2007 and last year joined the profitable platform club when assets under management breached £3 billion. Here’s everything you need to know about the Bath-based wrap.

Regulator raps investment banks over anti-bribery rules

The Financial Services Authority has found that investment banks failed to take account of the new Bribery Act following a review of 15 institutions.

Barclays tops FSA investment complaints table

Barclays Bank was the most complained about financial firm for investments over the second half of 2011, according to complaints data from the Financial Services Authority, while network Sesame attracted the most complaints of any independent financial adviser.

Video pick
1 Comment Play MiFID II tapes: 'We get the regulation we deserve' on risk

MiFID II tapes: 'We get the regulation we deserve' on risk

'We get the regulation we deserve, because we don't set a high enough professional standard ourselves,' according to FinaMetrica director Paul Resnik.

7 Comments Play Mifid II tapes: Advisers need asset management crash course

Mifid II tapes: Advisers need asset management crash course

In the first part of our KIDs roundtable, Graham Bentley, Paul Resnik and Bella Caridade-Ferreira meet in the Citywire studio to discuss how advisers can explain the new MiFID II cost disclosure rules to clients.

NMA Profile
8 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.