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Tax rises have a silver lining for the UK advice sector

by Richard Bradley | Oct 1, 2021 | UK Financial Advisers, Uncategorised

Tax planning is a key feature of advisers’ propositions. It’s a major value-add for clients and helps justify advisers’ annual charging business model – as we discuss in the latest report from Platforum UK Financial Advisers: Market Overview. This looks set to...

More M&A in the wealth management market

by Richard Bradley | Aug 6, 2021 | UK Wealth Management

Further concentration is coming in the wealth management market, as Raymond James announced last week that it was looking to acquire Charles Stanley. There are efficiencies to be gained from scale in wealth management. Firms have increasingly focused on centralising...

Wealth management distribution – at what cost?

by Richard Bradley | Jun 18, 2021 | UK Wealth Management

Price pressure in the UK wealth management market continues to intensify. LGIM’s launch of a model portfolio service (MPS) at 5bps last week sets a new benchmark for low-cost portfolio management. MPS providers who charge 30bps or more are starting to look very...

Long-term trends to watch in post-retirement advice

by Richard Bradley | Apr 30, 2021 | Bespoke, UK Financial Advisers

The nature of post-retirement advice continues to evolve following the shock of 2015’s pension freedoms. Systems can take a while to adjust to a new steady state after any big jolt – financial planning is no different. The long-term trend in the advice market has been...

How Vanguard will disrupt the advice market

by Richard Bradley | Apr 23, 2021 | UK D2C, UK Financial Advisers

Vanguard has introduced another potential game changer with its advice offering, which it formally launched last weekend. Vanguard Personal Financial Planning is pretty compelling in terms of price, at 0.79% all-in. Detractors who favour full-fat financial advice...
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