Tag Archives: Fees

“Investment advisory fees up 14%” -why?


  Can someone explain what is meant by an investment advisory fee in this context? The report appears in Financial Planning Today which describes itself as the daily news website for Financial Planners, Paraplanners and Wealth Managers. The article doesn’t mention … Continue reading

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Is the University Superranuation Scheme suffering fantasy deficits?


First the big picture Universities aren’t going away, nor are the people who teach in them, administrate them and provide the infrastructure that keeps them going. Many of our universities have survived wars, plagues, great fires as well as many … Continue reading

Posted in accountants, actuaries, advice gap, pensions, Public sector pensions | Tagged , , , , | 14 Comments

The true cost of investing


Paul Lewis has had a summer holiday sitting in his tent reading spreadsheets. I spent the past 24 hours listening to people within the investment industry, either boasting that they were enabling as much as 3% pa of a client’s … Continue reading

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“Monkeys redundant” -Con Keating gives the IA a proper kicking


  The following blog is printed with the kind permission of Con Keating and relates to recent blogs on this site “the charges of the light brigade” and “searching for the Loch Ness Monster“ The strapline to the press release … Continue reading

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Good (and bad) news on investment fee disclosure!


The FT reports that the Investment Association has stated “we can see a way to build an underlying system, a common template, that will provide data tailored in a way that is suitable to both retail and institutional investors” That’s … Continue reading

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Bringing down the cost of advice #FAMR


The Financial Advice Market Review asks whether Britain can bridge the advice gap for those people who “want to work hard, do the right thing and get on in life but do not have significant wealth”, strip out the political … Continue reading

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Why Paul Lewis is doing IFAs a favour.


Paul Lewis has written an article that has annoyed many IFAs. You can read it here. If you haven’t read it, you might as well now, as most of this article will only make sense if you’re familiar with Paul’s … Continue reading

Posted in Martin Lewis, Paul Lewis | Tagged , , , , , , , , | 6 Comments

Do fees matter more than asset allocation?


  I’m speaking at the Pension and Benefits UK Show on July 1st on whether fees matter more than value. I’m going to be arguing that, for consultants, fees matter more – because we can do something about them. But  … Continue reading

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Cass calls on fund managers to be paid on results.


    Dr Nick Motson of Cass Business School has issued another broadside at the funds industry who have been dilatory at best in responding to consumer pressure to better align its fees to the value it brings to consumers. … Continue reading

Posted in accountants, advice gap, David Pitt-Watson, dc pensions, pension playpen, pensions | Tagged , , , , , , , , , , , , , , , , | 1 Comment