Fitz Partners found that for retail investors invested in about 600 fund products, 51% of the total number of products … Continue reading Investors receive 50% discount following move out of legacy retail classes
Liontrust’s directors have claimed that its fixed administration charge follows industry best practice, despite other firms increasing their use of … Continue reading Liontrust’s claims of best practice for fees under scrutiny – Ignites Europe
One year ago this month, landmark rules came into force obliging UK asset managers to come clean about the value … Continue reading Have the FCA’s fund reforms changed the industry?
The UK financial regulator has extended the deadline for annual fund value assessments by two months, to give managers leeway … Continue reading FCA pushes back deadline for fund value assessments – Ignites Europe
The UK’s financial watchdog has urged fund boards to actively challenge investment managers over the value they deliver to retail … Continue reading UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe
Investors in UK funds worth £184bn (€214.8bn) are still in higher-charging share classes, despite new rules introduced last year that … Continue reading Assets in pre-RDR share classes fall to £184bn – Ignites Europe
Close to £184bn of UK investor money is languishing in expensive funds that still pay commissions to financial advisers, despite … Continue reading UK funds still paying IFA commissions stand at £184bn – FT
Value is in the eye of the beholder, or so the saying goes. But in the world of asset management, … Continue reading When will asset managers play their cards on value?
…Research by Fitz Partners confirms that, six years on from RDR, a third (34%) of retail assets are still held … Continue reading Tim Sargisson: Hitting the trail
Investors will save £1bn in fees after the City watchdog ordered asset managers to cut the costs of funds. view … Continue reading Investors to get cheaper funds after watchdog action