The Retail Distribution Review provides an opportunity for wealth managers and advisers to review how they charge for investment services. Stuart sets out, from a business perspective, the case for flat fees.
read more Commentary by Stuart FowlerNo Monkey Business has featured in a list of fee based London IFA’s, prepared by MoneyWeek’s Merryn Somerset Webb.
read more News by Amanda CleaverIndustry readers may be interested in our reponse to the FSA consultation paper on the Retail Distribution Review. We voice concerns the new standards of independence will catch some good guys out as well as the bad guys.
read more Commentary by Stuart FowlerHigh Street banks dominate the first list of firms named and shamed by the Financial Ombudsman Service.
read more Commentary by Stuart FowlerIn a close parallel with a case I took to the Financial Ombudsman Service, it was reported last week that Lloyds TSB were required by the FOS to compensate an 87 year old widow with no investment experience to whom the bank sold a balanced fund, Discovery Solutions, in an expensive investment bond wrapper.
read more Commentary by Stuart FowlerNews Categories:
Popular Tags:
Last 12 months:
» About our insights
» About our commentary
» About our research
