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Investors receive 50% discount following move out of legacy retail classes

February 24, 2021Article, Investment WeekAssessment of Value, clean, FCA, fees, Fitz, legacy, management fee, regulation, retailfpadmin

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 →

FCA changes could fail to budge pre-RDR investors

May 30, 2018Article, Portfolio AdviserFitz, legacy, OCF, RDR, retailfpadmin

…Old Mutual Global Investors, Legal & General, Franklin Templeton and BNY Mellon investors face the largest discounts on OCFs for … Continue reading FCA changes could fail to budge pre-RDR investors →

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Recent Posts

  • Performance fee controversy sparks warning – Ignites Europe
  • Fitz Partners News: Fund Governance, Regulations & Fund Boards
  • Fund manager warns of ‘ridiculous’ charges disclosure – Ignites Europe
  • ‘Dinosaur’ firms put on notice as Columbia Threadneedle cuts fees on larger funds – Ignites Europe
  • European independent directors paid up to 100 times more than others
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