How to succeed as a DIY investor and save thousands in fees to advisers

Richard Dyson
March 2013
Mail on Sunday;3/31/2013, p92
Arevolution in the way financial advisers operate means they can no longer be paid commission by the firms whose investments they are selling. Instead, customers must be quoted upfront fees. That has led to explosive growth in the number of DIY or 'self-directed' investors. And many new brokers and other sorts of firms are battling for their business.


Related Articles

  • Personal Finance.  // Mail on Sunday;3/31/2013, p87 

    CUT ADVISER FEES How to save thousands of pounds by becoming a DIY investor PAGES 92-93

  • Sifting through the rules on investments. Weiner, Leonard // U.S. News & World Report;03/27/2000, Vol. 128 Issue 12, p56 

    Advises on tax strategies for investors. Why holding stocks for a year or more can save money in taxes; Method of figuring the cost of stocks; Difficulties with mutual funds and instructions on how to resolve them; Use of losses to offset taxes; Deductions which include fees.

  • DIY Retirement Plan Investors Not Acting Optimally. McGuinness, Kevin // Plan Advisor News;2014, p135 

    The article reports on a study conducted by the Guardian Life Insurance Co. of America which examines the retirement plans of do-it-yourself (DIY) retirement plan investors. It reveals that DIYers underperform in their financial objectives compared with those seeking financial advise. It...

  • Want to Get Off the Product Treadmill? Author Matt Oechsli Tells You How. Krebsbach, Karen // Bank Investment Consultant;Feb2004, Vol. 12 Issue 2, p27 

    Presents a question and answer advisory regarding how bank brokers can succeed in reaching and serving high-net-worth investors in the U.S. Ideas of Matt Oechsli, author of several books on banks and banking, regarding the issue; Importance of learning and developing delayed gratification for...

  • COMMENT: Fashion victims.  // Design Week (Online Edition);10/7/2011, p38 

    The article discusses the need of outsourcing of investment in order to promote new business models and service propositions. It mentions that to achieve this managers need to be more active beyond the scope of an Independent Financial Adviser (IFA). It further suggests that investors could...

  • Fees Paid to Financial Advisors: What Do Millionaires Think?  // Millionaire Corner;Jun2013, Vol. 9 Issue 6, p1 

    The article presents research on attitudes about financial advisory fees paid by Millionaire investors conducted by wealth management consultancy and research firm Spectrem Group in 2013. It discusses findings on how these investors view the need for financial advisor, fees charged by financial...

  • Why Some Clients Still Don't Know Their 401(k) Costs: Retirement Scan.  // Financial-planning.com;11/13/2015, p8 

    The article discusses how investors are unaware of the costs of the 401(k) plans for retirement savings, after the U.S. Department of Labor's fee disclosure regulations.

  • Where to save and secure your money. Osborne, K.E. // Black Enterprise;Jun91, Vol. 21 Issue 11, p69 

    Advises savers and investors to develop a sound savings plan. How to save; Balancing risk and earnings; Overview of various banking options, such as passbook savings, money market accounts, CDs, and T-bills.

  • MedEconomics: Ask the experts - Savings and NHS pension.  // GP: General Practitioner;6/3/2011, p53 

    The article presents questions and answers related to savings and Great Britain's National Health Service (NHS) including how to save money for university's tuition fee and, whether it is advisable to buy additional NHS pension.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics