What does the future hold for the wealth management industry?
'There could be disasters in the D2C space'
ITs in 2014: Narrowing discounts and an income focus
Investors using direct to consumer platforms are now among the largest shareholders in investment trusts, as a post-RDR revival for the sector gets underway.
‘Clients need to take more risk to see real returns’
Advisers using FundsNetwork may convert clients to funds' clean share classes en masse from January 2015, the platform has said.
Smith & Williamson and Pictet Asset Management are both to cut annual management charges (AMCs) on a variety of funds as part of an overhaul of clean pricing strategies.