- The Latest on Fees. // Investment Dealers' Digest;3/26/2007, Vol. 73 Issue 12, p30
No abstract available.
- INDEPENDENT VIEW. Byrne, Tony // Money Marketing;12/18/2003, p21
Suggests that Great Britain-based independent financial advisers shift to a fee-based structure. Endless opportunities for rebroking and portfolio reconstruction; Guarantee of profitability with fee-based structure; Resulting 'natural client selection'; Definition of natural client selection as...
- FSA reveals TCF cost for advisers. Blackmore, Nicole // Money Marketing;6/4/2009, p56
The article reports on the move of the Financial Services Authority to reveal the treating customers fairly (TCF) costs of advisers in Great Britain. The FSA commissioned report depicts that the cost of adviser's TCF reached Â£34 per sale and it offers some benefits to customers. The report...
- Manu does not suit all tastes. Love, Bruce // Money Marketing;3/11/2004, p30
Reports on the controversies over the pricing standards for financial advice introduced by the Great Britain Financial Services Authority. Defined-payment systems; Charging structure for financial advice.
- Palatable menu. Severn, David // Money Marketing;3/11/2004, p34
Comments on key issues relating to the proposals by the Financial Services Authority for a menu approach to disclosing the cost of advice in Great Britain. Investment advice; Investment planners and financial advisers; Encouragement of competition among advising firms; Consumer testing of the menu.
- The menu system should make costs more transparent and lead to a competitive market for advice. Wills, Arnold // Money Marketing;3/11/2004, p37
Comments on key proposals on the disclosure of the cost of financial advice in Great Britain. Effects on competition; Money-laundering risks; Investments; Commission rates; Investment advisers and financial planners.
- MENU EDGE: GEORGE ANDREW. Andrew, George // Money Marketing;3/11/2004, p39
Comments on the proposals by the Financial Services Authority to disclose the cost of financial advice for clients in Great Britain. Cost of advice; Various options for paying for advice; Selection from among various investment advisers.
- Professionalism is not just about fees. Cosier, Rick // Money Management;1/31/2008, Vol. 22 Issue 3, p11
The author reflects on the issue of professionalism in the financial services industry in Australia. He states that the key differentiator whether an advisor is a professional or not seemed to boil down to whether he took commissions or charged a fee-for-service. He adds that a fee-for-service...
- Charging is more than a name game. Gilchrist, Chris // Money Marketing;9/5/2013, p23
The author offers insights on investment adviser charging. According to the author, a change like adviser charging can cause adviser firms to avoid it by pretence. He says that advisers kept commission scales and called them fees. For him, the actual costs of implementation are a negligible part...