The Lang Cat
Best Practice | 6 Mar 20
Technology is not a one-and-done solution for advisers
And spending millions on due diligence in terms of time and resources is ‘frankly ridiculous’
Advisers pester fund groups to cut fees
Despite only 9% having cut their own costs in recent years
UK regulator says tech tools aren’t a ‘silver bullet’
‘Miscalibration’ and a lack of due diligence ‘can lead to very poor outcomes’
Investment | 9 Oct 19
Should investment trusts become the norm for IFAs?
Financial advisers have a ‘duty’ to analyse all asset classes when building client portfolios
Snowballing pension charges could cost up to £40,000
Making the wrong choice early on can have massive implications for a client’s retirement pot