Close Brothers Asset Management has announced a 'simple' new clean pricing structure for its direct platform – with a 0.25% annual fee on investments over £50,000.
New research by the global Financial Planning Standards Board reveals that 78 per cent of Financial Planning firms expect more people to seek Financial Planning advice in 2014 and nearly 90 per cent expect more clients in the next five years.
A social media charter for the financial sector is necessary, a communications expert says, to help businesses use services such as Twitter to grow without getting into trouble with the regulators.
Hargreaves Lansdown, the Bristol-based platform and investment provider, has done a U-turn on its decision to raise charges for clients holding investment trusts.
Financial services firms around the world report that Certified Financial PlannerCM professionals are more productive, generate higher revenue and profit and reduce corporate risk and client complaints, according to global research.
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