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  1. August 14, 2014

    Hargreaves tweaks charges after price overhaul

    Hargreaves Lansdown, the UK’s largest fund supermarket, has altered fees on a range of services only months after...

  2. August 1, 2014

    Funds in flux: are investors getting a better deal?

    When Edward Bonham Carter first joined the City of London in 1982, starched collars, expensive silk ties and lace-up leather...

  1. June 20, 2014

    Middle classes squeezed out of advice

    The squeezed middle. The cost-of-living crisis. The cling-ons. Whatever term one chooses to apply, life is increasingly...

  2. June 20, 2014

    Better wealth management and performance comes at a price

    This year’s survey reveals a very different wealth management industry to last year’s. Many changes, be they led by...

  3. May 29, 2014

    Simplified advice won’t become mis-selling, vows regulator

    The head of the City regulator has warned financial services firms that his organisation will not allow simplified advice...

  4. May 20, 2014

    Confusion mounts over new fund classes

    Fund supermarkets offering “clean” low-cost share classes are facing a backlash as some investors are left in more expensive...

  5. March 28, 2014

    A year of regulating more effectively

    It’s been a year since the much-derided Financial Services Authority morphed into the Financial Conduct Authority, with a...

  6. March 27, 2014

    Investment trust charges under spotlight

    Investment trusts, long considered the preserve of hobbyist investors, are rising in popularity – but experts believe their...

  7. February 21, 2014

    Axa cuts platform costs

    Axa Self Investor said this week it would cut the platform fee for its stocks and shares Isa from 0.50 per cent to 0.35 per...

  8. December 1, 2013

    Transparency of Retail Distribution Review obscures fees

    After attending 16 press conferences, reading 105 press releases and having arguments with 10 different colleagues on the...

  9. November 24, 2013

    British investors choose the DIY option

    Britain is increasingly becoming a nation of do-it-yourself investors, with assets managed by execution-only stockbrokers...

  10. November 18, 2013

    Nutmeg aims to spice up wealth management brew

    Perched with his feet up on a sofa, Nick Hungerford is explaining how he wants his new online operation Nutmeg to shake up...

  11. November 14, 2013

    Charles Stanley to buy investment manager Evercore Pan-Asset

    Charles Stanley is to buy Evercore Pan-Asset, the investment manager specialising in low-cost index tracker funds,...

  12. October 15, 2013

    Retail investors boost Hargreaves Lansdown

    Hargreaves Lansdown received a 130 per cent boost in net new inflows in the last quarter, as more Britons turned to DIY...

  13. September 25, 2013

    Lighthouse blames regulations for ‘advice gap’ in UK

    Costs associated with new regulation have dragged down revenue at Lighthouse Group, the independent financial adviser, in a...

  14. September 24, 2013

    Close Brothers sees profits climb by 24%

    Close Brothers has said increasing competition among alternative lenders to small businesses will mean slower growth in its...

  15. September 11, 2013

    Brooks Macdonald predicts wealth management consolidation

    Brooks Macdonald has said regulatory costs in the wealth management sector have peaked, but that further consolidation will...

  16. August 16, 2013

    Adviser numbers rise following RDR

    The number of financial advisers has increased by 6 per cent since a ban on commission for selling investment products was...

  17. August 9, 2013

    Investment cost concerns are more than media angst

    There is an argument that the long-running debate over investment costs – and particularly fund management costs – is just...

  18. July 8, 2013

    Perspective Financial Group sets sights on August listing on Aim

    Disruption in the UK’s financial adviser sector from new regulation has helped pave the way for Perspective Financial Group...

  19. June 14, 2013

    RDR – more of a whimper than a bang

    As the deadline for the retail distribution review (RDR) loomed at the end of last year there were plenty of gloomy industry...

  20. June 14, 2013

    Wealth managers have fewer clients, but more assets

    While the wealth management industry may have arrived safely in the post-retail distribution review (RDR) world, the journey...

  21. May 14, 2013

    Rathbone funds under management hit £20bn

    Rathbone Brothers has grown its funds under management to a record £20bn ($30bn) thanks to the recovery in equity markets...

  22. April 21, 2013

    Performance fees discourage investors

    A snatch of accidentally overheard conversation following a recent educational seminar for financial advisers has convinced...

  23. April 17, 2013

    DIY investors boost Hargreaves Lansdown

    The rise of do-it-yourself investing has helped boost Hargreaves Lansdown’s assets under administration to record levels, as...

  24. October 5, 2012

    Transparency means seeing the wood and trees

    It’s with some trepidation that I approach the subject of fund fees this week. My predecessor as Money editor wrote...

  25. September 5, 2012

    Lloyds at centre of FSA commission probe

    Lloyds Banking Group is being investigated by regulators for failing to have adequate controls over the payment of...

  26. June 15, 2012

    Savers face advice confusion

    Clients of some of the largest wealth management firms in the UK are left in the dark about the type of advice they will be...

  27. June 10, 2012

    Well prepared for UK’s downward squeeze on fees

    The drive by the UK regulator to outlaw commission payments to independent financial advisers presents a “tremendous...

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